Financial Integrators · 3 days ago
Federal Market Sales Leader
Financial Integrators is focused on the federal market, and they are seeking a Federal Market Sales Leader to manage a sales team and drive sales production. The role involves strategy planning, recruiting, relationship building, and providing ongoing training and operational support for agents.
AdviceConsultingFinancial ServicesProfessional ServicesRetirementWealth Management
Responsibilities
Managing a sales team that works primarily in the federal market
Assisting with strategy, planning and budgeting related to Government Benefit Educators and the GBE network agents
Relationship building: In order to be successful, the FMSL must continuously grow and nurture relationships with their Book of Business
Recruiting: The FMSL will be responsible for recruiting additional agents in order to grow his/her book of business
Case design and support: The FMSL will use software, illustrations and other means to help their agents prepare for client appointments, sales meetings and training workshops
Market communication: The FMSL 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 FMSL should provide ongoing training and education for agents in order to continue their development and sales skills
Operational support: When needed, the FMSL 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
Required
5 years of experience in the financial services industry
5 years of prior wholesaling or relationship management
2 years employee management experience
College degree in business, finance, communications or similar field
Excellent interpersonal skills and effective communication
Public speaking
In-depth knowledge of insurance products
Proficient selling skills
Preferred
Standing or sitting for extended periods of time in an office environment
Working on a computer for extended periods of time
Lifting up to 15 pounds