Senior Manager, Rep-on-Demand Team
Cnect
full-time
Posted on:
Location Type: Hybrid
Location: Saint Cloud • Minnesota • United States
Visit company websiteExplore more
Salary
💰 $112,000 - $185,000 per year
Job Level
About the role
- Lead, hire, train, motivate, and retain licensed employees across designated locations.
- Drive sales results by monitoring production, coaching advisors, and supporting licensed/unlicensed staff with goal setting, performance feedback, and sales strategies.
- Develop and oversee program performance targets, including revenue goals, service standards, quality metrics, compliance adherence, and budget management.
- Partner closely with broker dealer partners, internal staff, and cross functional business units to reinforce program value and support education around investment services.
- Ensure full adherence to all State, Federal, and regulatory requirements governing securities and insurance products.
- Provide ongoing compliance training and communication to all financial advisors and licensed/unlicensed employees.
- Conduct periodic reviews of policies, procedures, and compliance safeguards to maintain regulatory integrity.
- Maintain required OSJ records and perform ongoing due diligence reviews of all investment products offered through the program.
- Ensure clients receive accurate, transparent information regarding product features, risks, and suitability.
- Oversee the consistency and quality of all program communication materials to align with sound financial principles.
- Establish, track, and improve customer satisfaction measures to ensure an exceptional client experience across all program touchpoints.
Requirements
- Series 6 and Series 7 required
- Series 7 preferred (or ability to obtain upon hire).
- Life and disability insurance license (or ability to obtain upon hire).
- Bachelor’s degree or equivalent experience in investment sales or financial services.
- Five or more years of investment sales experience in a bank or financial services environment.
- Prior experience managing or leading an investment sales program strongly preferred.
- Commitment to ongoing professional development, including pursuit of advanced credentials or training.
- Strong interpersonal and communication skills with the ability to work effectively with diverse internal partners and clients.
- Highly organized, detail oriented self-starter who exercises sound judgment and handles confidential information appropriately.
Benefits
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment salescompliance trainingbudget managementperformance feedbackgoal settingdue diligence reviewsprogram performance targetsquality metricssales strategiescustomer satisfaction measures
Soft Skills
interpersonal skillscommunication skillsorganizational skillsdetail orientedself-startersound judgmentability to work effectively with diverse partnersmotivationleadershiptraining
Certifications
Series 6Series 7life insurance licensedisability insurance license