Wealth Advisory Sales Jobs

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15d ago

Senior Sales Manager, Wealth Management

SAFE Credit Union Folsom, CA

Folsom, CA

15d ago

$150k - $160k/yr Full time Manager Marketing Account Management

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Job Description

Senior Sales Manager, Wealth Management role onsite in Folsom, CA, responsible for coaching and training SFS Wealth & Financial Advisors and SAFE staff to drive growth, referrals, and compliant operations across the branch footprint.

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

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