Manager - Virtual Advice

DUTIES & RESPONSIBILITIES: 

• Support building the local culture within the market in collaboration with local leadership, integrating virtual advice advisor into their local market. 

• Conduct daily and weekly coaching sessions, both on-site and virtually, to enhance consultative sales skill and support advisors in delivering effective, advice-based recommendations.

• Demonstrate knowledge and skills through case work and occasionally joining client calls to support your team, exemplifying leadership from the front.

• Drive alignment with organizational objectives by conducting business planning and managing performance expectations.

• Contribute to key decision-making processes and operate in line with budgetary decisions.Interview and select talent to align with team staffing expectations.

• Deliver onboarding and training that accelerates productivity and skill development.

• Enhance the effectiveness of the client experience by regularly delivering ongoing feedback and coaching. 

• Ensure effective implementation of the organization’s advice strategy, client service models and a consistent approach to practice management.

• Facilitate career pathing and long-term development conversations to drive engagement and retention.Collaborate with organizational leaders to exchange best practices, strengthen leadership effectiveness, boost hiring referrals, enhance employee engagement, and drive overall sales growth.

• Partner with key stakeholders, including but not limited to virtual advice leadership, training and human resources, to enhance the performance of the virtual advisor team, supporting their personal success in achieving sales targets and career objectives.

• Select, develop, and retain a high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization.

• Models organization’s leadership competencies – Model the Way, Rally the Team, and Deliver Outcomes.

• Supports and/or develops an environment in which employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the organization’s purpose, promise and values, ensuring that our trust and reputation remain strong with its clients.

QUALIFICATIONS & SKILLS:  

• Bachelor’s degree in business, management, or a related field, or equivalent experience.

• Required: prior financial advisor experience and multiple years leading a team of eight or more.

• Must be eligible for Securities and Insurance licensing in all states and D.C.; possession of FINRA Series 7 and 63/65 or 66, along with Life/Health Insurance licenses, is preferred and must be obtained within 120 days of hire/transfer.

• Experience in financial planning, investment, and insurance products, along with consultative sales models (e.g., Integrity Selling).

• Proven ability to lead change in a fast-paced environment and collaborate within a team to achieve results.

• Strong belief in the organization’s core values and mission, with a driven, client-centric, and results-oriented mindset.

• Excellent communication, organizational skills, and an outgoing, positive, and empathetic demeanor.

• Experience working in a virtual or hybrid working environment.

Preferred:  

• Advanced Designation (CFP®, ChFC, or CLU), Salesforce experience, and familiarity with Money Guide Pro or similar planning tools.