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Company

Aegon · 8 hours ago

Regional Manager - REPS

United States

Full-time

Remote

Mid, Senior Level

$85K/yr - $110K/yr

7+ years exp

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Responsibilities

Oversee staff recruitment, performance management, product/systems training and sales coaching.

Manager multiple managers.

Develop policies, procedures, and best practices for the division while ensuring compliance with regulations, company policies, and client expectations.

Provide on-going evaluation and critique of managers and subordinates. Review evaluations conducted by managers to achieve consistency within the organization.

Establish and drive individual and team goals; assess training and coaching needs.

Ensure high client service and satisfaction scores via touch point surveys and Net Promoter Scores.

Refine the education delivery mechanisms and operational processes to provide a consistent and scalable business model.

Develop training programs, communication tools, and reporting processes to support team growth and sales results.

Display commitment to employee growth and development by conducting fair and constructive performance appraisals; actively engage in employee training, and maintain and monitor quality indicators and compliance policies.

Identify opportunities for efficiency improvements and implement quality solutions.

Develop and manage team budget and develop plans to achieve revenue and expense targets.

Partner with other areas of the Advice Center and TA Retirement Solutions as an integrated extension of the participant education and Advice program.

Provide support to the Sales team in sales finals or sale finals presentations.

Qualification

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Sales experienceMarketing experienceEducation experienceSupervisory experienceInvestment knowledgeFINRA Series 6FINRA Series 7FINRA Series 63Retirement Plans AssociateChartered Retirement Plan CounselorAdvanced communication skillsMS Office proficiencyLife insurance licenseCFP certification

Required

Bachelor’s degree in business or finance, or equivalent industry experience.

Seven years of sales/marketing/education experience in the financial services/insurance industry.

Five years of supervisory experience.

In-depth investment knowledge.

FINRA Series 6 or 7.

FINRA Series 63 or obtain within six months.

Retirement Plans Associate (RPA) or Chartered Retirement Plan Counselor (CRPC). Higher certification (e.g. CFP, CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu of RPA or CRPC.

Management skills to lead, coach, develop and motivate staff.

Advanced communication skills to present information to a wide-variety of audiences.

Interpersonal and relationship building skills to promote services and motivate staff.

Analytical and problem-solving skills to analyze trends/manage budgets and resolve customer issues.

Proficiency using MS Office (Word, PowerPoint, Excel).