Sales Director, Robert Half

Sales Director

Robert Half

Location:

United States, Crestview Hills, KY

Category:

Sales

Contract Type:

Employment contract

Salary:

Not provided

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Job Description:

We are currently seeking an experienced Sales Director with a high level of expertise in the financial wealth industry. The chosen individual will be tasked with overseeing and managing the entire sales team, including compliance and principal review of the advisors' recommendations.

Job Responsibility:

Utilize business analytics to identify opportunities for company growth
Apply industry experience and knowledge to optimally manage the advisor pool
Establish and nurture strong relationships with clients, enhancing the client experience, and boosting product relevance
Facilitate seamless client experience through the adoption of prescribed engagement practices
Effectively utilize Fidant Wealth Partner's resources for digital engagement and delivery
Evaluate and assign advisors to appropriate client accounts
Provide guidance to advisors concerning complex client accounts
Strategize and implement strategies for enhancing market share and firm growth
Contribute to the strategic direction of the sales team, including setting annual goals
Conduct regular performance reviews and provide constructive feedback to sales team members
Conduct recruitment and provide ongoing development for both novice and experienced advisors

Requirements:

Industry experience: minimum of 8-10 years in Financial Wealth
A thorough understanding of business analytics
Licenses and credentials: Series 7, 66 (or 65 and 63 combined) Life, Health and Annuities Insurance
Professional experience in a sales leadership role
Background in the financial services industry is required
Education: Undergraduate degree in business, economics, finance or equivalent

What we offer:

medical, vision, dental, and life and disability insurance
eligibility to enroll in our company 401(k) plan

Additional Information:

Job Posted:

March 24, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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