Manager, Retirement Income – Life Company
Core
Lead a team of licensed professionals to provide Health, Life, and Retirement income solutions to military members and families, while driving operational efficiency and sales performance.
Role type
Manager, Retirement Income (Life Company)
Builds
Financial security solutions for military community members
Domain
Financial Services / Insurance / Retirement Planning
Deliverable
client delivery
Required skills
Team leadership and coaching, process improvement, regulatory compliance, sales strategy, operational risk management, call center management, vendor coordination
Preferred skills
FINRA Series 7, 66, 24, 51 licenses, CFP designation, RICP designation, military experience, call center environment experience
Technologies
Workflow development tools, systems enhancements, call center operating models
Responsibilities
Lead and develop a team of licensed advisors to provide best-in-class advice; Coach employees on sales processes to improve results; Identify opportunities to improve operational effectiveness and reduce manual processes; Maintain knowledge of industry trends and regulations; Develop operational tools and processes; Resolve complex operations issues and member escalations; Collaborate with third-party vendors for brokered products; Ensure compliance with company policies and laws; Manage call center operating model to adhere to KPIs.
Seniority
Manager, direct team lead