Manager, Virtual Advice (Hybrid)
Core
Lead a local team of nationally licensed virtual advice advisors to drive sales, productivity, and client relationship deepening across all 50 states.
Role type
Senior IC manager (financial services)
Builds
Virtual advice team performance and client service models
Domain
Financial planning, investment, and insurance
Required skills
Team leadership (8+ people), financial planning, investment, insurance products, consultative sales, regulatory compliance, performance management, talent acquisition, change management
Preferred skills
CFP/ChFC/CLU designation, Salesforce, Money Guide Pro
Technologies
Salesforce, Money Guide Pro
Responsibilities
Conduct daily/weekly coaching sessions, drive business planning and performance expectations, interview and select talent, deliver onboarding and training, facilitate career pathing, partner with stakeholders to enhance team performance, model leadership competencies
Seniority
Senior, hands-on IC