Senior Sales Manager, Wealth Management

Responsibilities

• Provide coaching to SFS Wealth & Financial Advisors on selling, financial planning, time management, portfolio management, and collaboration with the Portfolio Consulting Team for asset management.
• Lead ongoing sales meetings with educational materials, market updates, and sales tips to support SFS Wealth & Financial Advisors and Assistants in building relationships with non-licensed SAFE Branch leaders and staff to drive SAFE member referrals and member value.
• Plan in-branch promotions, seminars, and prospecting programs; attend branch events such as manager meetings, team-building, and social activities, and occasionally present at branch-wide calls to share updates or training for program success.
• Onboard and train new SFS Wealth & Financial Advisors on product features and benefits, required paperwork, IRAs, Roth IRAs, trustee-to-trustee transfers, 1035 exchanges, client profiling and asset allocation, and insurance.
• Assist SFS Wealth & Financial Advisors with sales and financial planning presentations to members as needed to help achieve targets.
• Develop action plans and provide coaching to underperforming Advisors and Assistants to raise performance to expected levels as defined by the SFS Advisor Scorecard.
• Monitor the AUM product mix for each SFS Wealth & Financial Advisor and assist with adjustments to maximize value for members, clients, and SAFE.
• Deliver training to deepen client relationships and identify opportunities to segment clients so all accounts are managed appropriately.
• Serve as a systems expert for program technology such as Salesforce, Advisys, and Riskalyze; train others, monitor usage, and report regularly.
• Recognize and reward high performance within the team.
• Introduce new product features and value propositions to SFS staff.
• Coordinate visits from wholesalers and vendors.
• Ensure suitability and regulatory compliance among representatives; assist with client complaints and mediate internal disputes.
• Support the daily needs of the SFS team.
• Perform additional duties as assigned.

Requirements

• Bachelor's degree from a four-year college or university, or five or more years of related experience and/or training, or an equivalent combination.
• Securities licenses: Series 7, Series 24, and Series 66, or Series 63 and Series 65.
• California Life Insurance and Variable Annuity licenses.
• Experience in sales management within a credit union or community banking environment.
• Strong proficiency with Microsoft Office tools (Word, Excel, PowerPoint, Outlook, etc.).
• Ability to prioritize and complete daily tasks efficiently; capable of setting priorities, meeting deadlines, and producing reports and projects in an organized manner.
• Ability to troubleshoot independently and request help when warranted.
• Professional customer service skills by phone and in person.
• Experience with outbound and inbound calling.

Technologies

• Salesforce
• Advisys
• Riskalyze
• Microsoft Office

Benefits

• Professional development opportunities
• Recognition and appreciation
• Flexible work arrangements
• Positive company culture
• Career growth opportunities
• Work-life balance
• Employee empowerment
• Space of belonging including ERGs and the YOUnity Council with a focus on diversity, equity, inclusion, and belonging
• Wellness programs
• Strong leadership
• Sense of purpose

Language Skills

• Excellent verbal and written communication, active listening, and empathy
• Ability to build relationships with other leaders, business partners, and stakeholders
• Capability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
• Proficiency in writing reports, business correspondence, and procedure manuals
• Effective presentation skills and ability to respond to questions from managers, clients, customers, and the general public

Mathematical Skills and Reasoning

• Interpret a variety of instructions furnished in written, oral, or schedule form
• Problem-solve practical scenarios with multiple variables and limited standardization
• Calculate figures such as percentages, time value of money, tax rates, and averages as needed
• Apply basic algebra and geometry concepts

Physical Demands and Work Environment

• Regularly sit, speak, and hear; use hands to handle objects or controls
• Occasionally stand, walk, reach with hands and arms, and stoop, kneel, crouch, or crawl
• Occasionally lift and/or move up to 25 pounds
• Close vision required
• Moderate noise level in the work environment

Intention and Function of Job Descriptions

• This is not necessarily an all-inclusive list of job-related responsibilities, duties, skills, efforts, requirements, or working conditions
• Descriptions have been reviewed to ensure that essential functions and basic duties are included
• Peripheral tasks incidental to each position have been excluded
• Requirements, skills, and abilities listed are the minimal standards to perform the role successfully
• Management reserves the right to revise the job or require additional tasks as assigned