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Form of workJob Description
Join the Farmers Insurance District 31 team. Embracing a locally-focused approach, we are deeply rooted in the community and committed to providing exceptional services tailored to our clients' needs. As the Life and Financial Services Sales Manager, you will lead our team to success, driving growth, and delivering top-tier solutions that secure our clients' financial futures.
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Career Growth Opportunities
Responsibilities
Client Consultation: Lead client meetings to understand their financial goals and recommend suitable financial products.
Sales Management: Oversee the sales team, providing guidance, training, and motivation to achieve performance targets.
Product Education: Stay informed about the latest financial products and services to effectively advise clients.
Strategic Planning: Develop and implement strategies to drive sales growth and expand the client base.
Compliance: Ensure all transactions and client interactions comply with industry regulations and office policies.
Requirements
Education: Bachelor's degree in Finance, Business, or related field preferred. A relevant certification, life license or securities a plus.
Experience: Minimum of 5 years of experience in Financial Services Sales and or Life Insurance, with at least 2 years in a leadership or managerial role.
Leadership Skills: Strong leadership and managerial skills with a proven track record of leading high-performing teams and achieving sales targets.
Client-Centric: Client-focused mindset with a passion for helping individuals achieve their financial goals and aspirations.
Communication: Excellent communication skills, both verbal and written, with the ability to effectively interact with clients, team members, and stakeholders.
Industry Knowledge: Sound understanding of financial products, services, and market trends. Ability to stay informed and adapt to changes in the financial industry.
Professionalism: Strong work ethic, integrity, and professionalism in all interactions and transactions.
