Director of Insurance
Company: Lifetime Recruiting Strategies
Location: San Jose
Posted on: April 18, 2024
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Job Description:
Responsibilities:
- Development of branch sales professionals and branch
production
- Growing sales knowledge and experience, improving processes and
enhancing the client experience
- Ensuring advice practices are adhered to and developed plans meet
suitability requirements
. Branch recruitment and staffing sales professionals in a timely
manner
- Expanding and deepening client relationships by extending the
entire product line
- Collaborating and building effective relationships to ensure
seamless client service
- Ensuring sales professionals are developed, trained,
knowledgeable of, and comply with established procedures
- Ensuring performance objectives are set collaboratively for all
associates and that performance feedback is provided on a regular
basis
- Training and supporting associates to meet their personal
development objectives Requirements:
- Bachelor's degree
- Series 7; Series 63 and 65, or Series 66 licenses
- Series 24, must desired
- Proven leadership, management, and motivational skills
- 3 - 5 years of proactive, successful sales experience managing
people in the financial services industry
- Must have outstanding communication skills
- Possess comprehensive industry and investment knowledge
- Have the ability to present complex financial solutions in a way
that enables clients to make informed investment decisions
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Keywords: Lifetime Recruiting Strategies, Sacramento , Director of Insurance, Executive , San Jose, California
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