Manager, Virtual Advice - Minneapolis

• Responsible for team revenue of $1.5M+ 

• Accountable for the retention and engagement of a combined 800k clients. 

• Lead and delivers team-based and individual coaching regularly, on daily and weekly basis, to cultivate strong consultative sales skills, deliver advice-based recommendations, and foster professional development and career growth. 

• Responsible for conducting interviews and making talent selections based on attrition and future growth requirements. 

• Provides onboarding and training that ensures strong speed to productivity and skill set development. 

• Collaborates with the internal centers of excellence to ensure team members receive the training and resources necessary for succeed, all while building self-sufficiency. 

• Build and foster a culture centered around the organization’s culture, mission, vision and values. 

• Willingness and ability to lead from the front – i.e., demonstrating knowledge and skills through case work and occasionally joining client calls to support your team. 

• Partner with sales director to conduct quarterly business planning and manage performance expectations. 

• Responsible for contributing to information needed, decision making, and to operating in line with budgetary decisions.    

Required: 

• College degree in business, management, related business field, or equivalent experience. 

• Prior experience as a financial advisor. 

• Possession of a FINRA Series 7, 63/65 or 66 and Life/Health Insurance licenses is highly desired. and must be obtained within 120 days of hire/transfer. 

• 5+ years’ experience of leading a team of 8 or more direct reports is highly desired. 

• Must be eligible to be Securities and Insurance licensed in all 50 states and the District of Columbia 

• Previous experience in financial planning, investment products, and insurance products. 

• Prior training and experience with consultative, needs-based sales models (Integrity Selling or similar) 

• Experience leading change in a fast-paced, high-growth environment. 

• Prior experience working in a team setting to achieve results. 

• Belief in organization’s core values and mission. 

• Driven and results oriented. 

• Client-centric. 

• Great communication skills. 

• Outgoing, positive, and energetic. 

• Empathetic. 

• Strong organization skills. 

Preferred:   

• Advanced Designation (CFP® or ChFC, or CLU) is desired.  

• Salesforce experience 

• Money Guide Pro (or other planning tool) experience 

• Experience working in virtual sales