Vice President, AIC Retail Sales Manager
Posted: November 20, 2012
Title of supervisor to this position: SVP
Titles of those reporting directly to this position: AIC Sales Assistant; Financial Consultant AIC; Investment Executive; VP AIC
Recruiting and Training; Office Coordination 40%
Select, train, and coach members of the Retail Sales Assistant team, and brokers. Provide direction and leadership to this group.
Responsible for recruiting 2-3 brokers per year
Responsible for team performance regarding customer assistance in all areas.
Select, coach and provide leadership to direct reports to assist in developing their professional skills. This includes performance planning of direct reports, and setting direction and strategy for training new associates.
Ensure that Sales Assistants properly handle recommendation and selling of securities, where appropriate.
Manage all Brokers and Sales Associates
Responsible for expense forecast and control. This includes monitoring the appropriate budgets, reporting, and forecasting expense needs.
Supervise business conservation and client service activities. Ensure proper procedures in the preparation, submittal and follow-up of all securities sales.
Develop and provide reports to management to assist in monitoring goals and objectives
Sales Development / Market Development - 40%
Oversee the management the AIC Retail Groups
Develop Sales and Market strategy for department
Ensure all associates follow the general principles of business
Develop and deliver best practices in training with basic and advanced sales platforms. Sales Training includes Basic Core Training (Achieve Global Courses, product and competitive processes); Intermediate training includes Financials, PPO Disruption, and advanced underwriting; and Advanced Training includes integrating field sales leaders into direct and joint sales strategies, role plays, national accounts, major brokerage houses/consultant development, plus other training platforms necessary to assure maximum results from our sales organization and strategic partners.
Build training programs that support future field management development.
Compliance / Oversee Sales Business 20%
Ensure proper processes for account set up, maintenance and completion.
Authority to negotiate and waive transaction fees and related issues
Responsible for associate development related to succession planning for this position.
Leads other projects as directed.
Required Knowledge and Skills:
4 year college degree preferred, ideally in Finance/Accounting/Economics, or equivalent experience required.
NASD Series 7 and 63 securities license required or obtained within 12 months.
At least 5 years management experience and 10 years sales experience required.
The incumbent should be proficient in personal computer programs, preferably with experience using Microsoft Word, Excel, Access, Power Point, Fax Press, NetXpro, Pershing, Caesar, Internet Explorer, and Lotus Notes.
Effective written and oral communications skills needed.
Friendly outgoing personality
Honest, Trustworthy, High Integrity
Ability to Build Relationships.
Working Conditions: Office environment. Flexible schedule required.
1. Go to http://www.ameritas.com/
2. Click on "Careers"
3. Click on "Current Openings" in the right column of the screen
4. Click "Login"
5. From the next screen you can login to create a profile and apply for the position
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