Director, Direct Client Development

This is a fully remote position, open to applicants in United States.

📋 Description

• Accountable for leading the Direct Client Development team.

• Inspire and support team members in client development to achieve set targets.

• Examine and evaluate sales and operational records and reports.

• Collaborate with the leadership team to design and implement a strategic sales plan aimed at expanding our client base.

• Recruit members for the sales team, establish objectives, train and mentor them, and assess their performance.

⛳️ Requirements

• Bachelor's degree or equivalent experience (preferably in Business, Economics, Accounting, or Finance).

• A minimum of 5 years of experience in the financial services industry; experience in high-volume sales, relationship management, or client service is advantageous.

• Strong preference for at least 5 years of experience in Sales team management.

• CFP or CFA designation is preferred; if not, a Series 65 license is required or the ability to obtain it quickly.

• Familiarity with Digital Marketing Intelligence tools is a significant advantage.

• Capable of influencing and motivating others.

• Competent in providing effective performance coaching and feedback.

• Exceptional communication skills are essential.

• A background in client service is preferred.

• Strong verbal, written, analytical, and organizational skills are required.

• Proficient in MS Word, Excel, PowerPoint, and Outlook.

• Proficient in Salesforce.

• Experience engaging with high-level, busy professionals.

• Enjoys leading and being part of a collaborative team.

• Must exhibit high flexibility and maintain confidentiality in all matters.

🏝️ Benefits

• Company Paid Basic Life & AD&D Insurance.

• Company Paid Short-Term and Long-Term Disability Insurance.

• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance.

• Three Cigna medical plan options including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

• Kaiser Medical plans available in California.

• Health Savings Account (HSA) with company contributions for those enrolled in either HDHP medical plan.

• Two comprehensive Dental Plans.

• Vision Insurance Plan.

• Dependent Care Savings Account for child and dependent care expenses.

• 14 Company Paid Holidays, including a full week off at Thanksgiving.

• Generous paid time off program for vacations and sick days.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

• Maternity benefits that utilize company-paid STD, any supplemental STD, plus Parental Leave (8 weeks) to ensure time for recovery and family bonding.

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services to assist you and your loved ones with various caring needs for aging parents, young children, and life's challenges.

• 401(k) Retirement Plan with both Traditional and Roth plans, including a per-pay-period match and an after-tax option.

• Pet Insurance.

• Personalized financial planning and guidance from Mercer Advisors professionals, available at preferred employee pricing.