First Citizens Bank · 6 hours ago

Regional Platform Sales Manager

Greenville, SC

Full-time

Remote

Senior Level

6+ years exp

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Responsibilities

Program Management - Facilitates the success of the Bank's licensed associate programs. Integrates associate placement and coverage, and provides advice on additional coverage needs. Assists leadership in tracking performance trends of individual contributors as well as sales teams. Achieves regional sales objectives and partnership goals. Ensures compliance throughout activities with all applicable policies and procedures.

Sales Coaching - Ensures licensed associates and their teams have the training, development, and resources needed to increase profitability and production. Coaches on methods of holistic discovery to identify client needs offer financial solutions. Provides one-on-one mentorship and performance assessments for associates.

Relationship Development - Builds strong relationships with leaders, associates, and lines of business. Facilitates productive partnerships between retail, business banking, and corporate partners. Leverages relationships to influence performance and educate on best practices.

Reporting - Ensures sales leaders are provided with clear, effective communication on program results and associate activities. Reports on sales performance, trends, and other metrics that facilitate targeted business strategies.

Qualification

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Securities SalesSales CoachingSeries 7 LicenseSeries 63 LicenseSeries 65 LicenseSeries 66 LicenseSeries 24 LicenseSeries 9/10 LicenseHealth Insurance LicenseProgram ManagementInsurance productsRelationship Development

Required

Bachelor's Degree and 6 years of experience in Securities Sales or Sales coaching including supervisory OR High School Diploma or GED and 10 years of experience in Securities Sales or Sales coaching including supervisory

Possess valid Series 7, 63, 65 or 66, 24 or 9/10 and state-specific life and health insurance licenses Required

Possess valid driver's license Required

Ability to travel within the supported area up to 60% of the time in personal mode of transportation Required

Knowledge of securities and insurance products and sales