Sales Director, Hybrid Wholesaler - Annuity Fee Based Brokerage Leader
Core
Lead a team of Hybrid Wholesalers to distribute fee-based brokerage annuities and related financial service products.
Role type
Senior sales leadership (team lead)
Builds
Annuity and financial service product distribution channels
Domain
Financial services / Insurance
Required skills
Sales strategy development, team management, territory design, sales forecasting, performance management, regulatory compliance (FINRA), relationship building
Preferred skills
Advisory experience, advanced financial designations (CFP, CLU, ChFC), analytics proficiency
Technologies
Sales analytics tools, CRM systems
Responsibilities
Develop and implement sales strategy, goals, and budgets; oversee hiring and staffing; manage sales pipeline and revenue targets; coach and mentor reporting managers; represent the channel on management teams; monitor registered representatives' correspondence
Seniority
Senior, hands-on IC