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Brokerage Sales Manager

Primarily responsible for increasing the revenue generated from the retailinvestments unit's sales of investment and insurance products. Participates with other members of Wealth and Retail leadership in strategy development and business decision-making. Defines, develops and executes a sales plan and budget for meeting the goals of assigned region and/or business unit. Plans, directs, and coordinates the sales and marketing through Financial Advisors in assigned region. Works to ensure investment and insurance products are marketed and sold in accordance with budgeted sales and revenue objectives while adhering to company and broker-dealer compliance and service standards. Continually evaluates the timely adjustment of strategies and tactics to meet changing marketing and sales conditions. Essential Job Responsibilities____________________________________ 1. Trains and coaches Financial Advisors to achieve higher performance levels consistent with Brokerage goals and strategies. Also trains and coaches bank sales staff to improve client conversations and their understanding of Brokerage to facilitate increased referrals for the Retail Investment program. 2. Assists in managing staffing levels and territory models that provide the optimum distribution of investment and insurance products and assures the best sales and service possible. 3. Leads the development and execution of the sales plan and budget for meeting the goals of assigned region and/or business unit. 4. Plans, directs, and coordinates the sales and marketing through Financial Advisors in assigned region 5. Participates with other members of wealth and retail leadership in strategy development and business decision-making. Continually evaluates the timely adjustment of strategies and tactics to meet changing marketing and sales conditions. 6. Works to ensure investment and insurance products are marketed and sold in accordance with budgeted sales and revenue objectives while adhering to company and broker-dealer compliance and service standards. 7. Through established sales and relationship management processes, ensures a client experience that is consistent and reflective of company values and business model. 8. Meets regularly with other business line leadership to ensure effective relationships with business partners, collaboration to meet goals, and effective execution of the First Commonwealth Advisors delivery model. 9. Monitors and manages the use of systems and technology of the bank and broker-dealer to ensure accurate and complete reporting of sales activities, production and client management. 10. Develops and deepens relationships with Centers of Influence by participating in various community activities and organizations. 11. Complies with and stays abreast of regulations and laws relating to the function of the position. Bona Fide Occupational Qualifications_____________________________ 1. A Bachelor's Degree in a related field is preferred. 2. A minimum of seven (7) years of investment sales experience is required. 3. Series 7, Series 63, Series 65 or 66, and LAH licenses required. Series 24 and professional certification, such as Certified Retirement Counselor, preferred. 4. Proficient computer skills with MS Word, Excel, and/or related software. 5. Proficient reading, writing, and grammar skills; proficient analytical and mathematical skills; proficient communicative and interpersonal relations skills. 6. A valid driver's license and the ability to travelrequired. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
Salary Range: NA
Minimum Qualification
8 - 10 years

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