Israel Bonds · 1 day ago
Executive Director
Aventura, FL
Full-time
Onsite
Mid, Senior Level
5+ years expIsrael Bonds is an international organization offering securities issued by the Government of Israel. The Executive Director is responsible for the development and implementation of all local sales goals, programs, and operations while managing two additional branch offices.
Insurance
Hiring Manager
Erik Kruger
Responsibilities
Create an annual written business plan for the region for activities and sales outreach designed to attain the sales targets established by the National Office, and revise as appropriate
Act as a prime conduit for high-end, institutional, and corporate sales
Manage Professional and Administrative staff of the office, including, without limitation, making hiring and firing recommendations and performance evaluations, under the supervision of the Vice President/Sales and Human Resources Director
Develop and oversee the implementation of overall sales strategy for the region
Plan and maintain the budget for the region
Supervise the planning and implementation of major events and special projects
Oversee selection of speakers for events with assistance from our Business Development team
Identify and secure honorees
Oversee design and printing of all event materials with assistance from our National Marketing department
Oversee and participate in solicitations for new purchases, reinvestments and repeat purchases
Maintain relationships with significant customers and institutions
Manage marketing presentations to individuals and groups
Conduct 'Know Your Customer' analysis to assure that recommendations to customers are suitable based on his/her situation and needs; such analysis includes a review of information such as customer’s financial status, tax status, and investment objectives
Recognize red/yellow flags for anti-money laundering program and elevate, as appropriate
Manage and oversee solicitations for local events
Manage bond financing program locally (i.e., with customers, not banks)
Solicit for participation in National Delegations to Israel, National Leadership Conferences, and other national events
Secure outstanding community leader as chairperson of regional sales
Serve as liaison with National Departments
Assist the National Office in the implementation of guidelines, policies, and systems
Find, meet with, and motivate current and future lay leadership, establishing functioning lay committees and boards
Review and edit all public relations, advertisements, press releases, speeches, invitations, and mailings
Evaluate all regional events and activities for effectiveness in meeting sales and other goals
Provide reports as necessary to National Office
Attend and staff National Leadership events, when requested
Maintain knowledge of the social/political/economic situation in Israel and the US
Such other duties as directed by the Vice President, National Sales as he/she deems appropriate and necessary to meet the needs of the National Sales
Qualification
Required
Bachelor's degree required; graduate degree preferred
5-7 years of management experience
FINRA licensing required: SIE (Securities Industry Essentials) Series 7 and Series 63 (will provide study materials and training)
Background in sales development, including event management and board development
Strong oral, written, analytical, listening, persuasive and interpersonal skills
Proficiency in Salesforce, Microsoft Word, Excel & Outlook
Benefits
Medical, dental, and vision insurance.
Generous paid time off plus most Federal and Jewish holidays.
401k with up to a 3% match and a 4% non-elective contribution.
Access to a Flexible Spending Account for health and dependent care expenses.
Employer-paid short- and long-term disability insurance and life insurance.
Company
Israel Bonds
State of Israel Bonds is aDevelopment Corporation for Israel/Israel Bonds ranks among Israel’s most valued economic resource
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Bill Mulvey
Chief Operating Officer
Recent News
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