Manager, Retirement Income – Life Company
Core
Lead a team of licensed professionals to provide Health, Life, and Retirement income solutions to members, driving acquisition goals and operational efficiency.
Role type
Manager, Retirement Income (Life Company)
Builds
Health, Life, and Retirement income products and services for members
Domain
Financial Services / Insurance / Retirement Planning
Deliverable
client delivery
Required skills
Team leadership, process improvement, sales coaching, regulatory compliance, call center operations, vendor management, risk management
Preferred skills
FINRA Series 7, 66, 24, 51 licenses, CFP designation, RICP designation, military experience, call center management experience
Technologies
Operational tools, workflow systems, call center platforms
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; Oversee call center operating model; Manage recruiting, development, and performance of the team; Ensure compliance with policies and laws; Identify and control business risks.
Seniority
Manager, hands-on leadership