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Financial Integrators · 1 day ago

Sales Relationship Manager

Des Moines,IA,US

Full-time

Hybrid

Mid, Senior Level

5+ years exp

Financial Integrators is seeking a Sales Relationship Manager to manage a group of agents and drive sales production. The role involves recruiting and developing agents, providing ongoing training, and supporting agents with case design and market communication.

AdviceConsultingFinancial ServicesProfessional ServicesRetirementWealth Management

Responsibilities

Relationship building: In order to be successful, the SRM must continuously grow and nurture relationships with their Book of Business

Recruiting: The SRM will be responsible for recruiting additional agents in order to grow his/her book of business

Case design and support: The SRM will use software, illustrations and other means to help their agents prepare for client appointments, sales meetings and training workshops

Market communication: The SRM will provide product, rate and other market updates to their agents in a timely manner. This communication may be via email, webinar, phone calls or other means

Ongoing training and education: The SRM should provide ongoing training and education for agents in order to continue their development and sales skills

Operational support: When needed, the SRM may provide operational support for the agent or the agent’s office through case follow-up, assistance with applications, licensing and contracting needs or other operational matters

Qualification

Financial services experienceRelationship managementInsurance product knowledgePublic speakingProficient selling skillsCustomer service experienceInterpersonal skillsEffective communication