Manager, Virtual Advice

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

📋 Description

• Lead a team of 10–15 nationally licensed advisors who assist clients across all 50 states via phone, screen sharing, and video conferencing.

• Oversee performance and sales outcomes for the business, team, and individual advisors.

• Generate team revenue exceeding $1.5 million annually.

• Retain and engage a collective client base of 800,000.

• Provide regular daily and weekly coaching for both the team and individual members.

• Foster consultative sales skills and offer advice-based recommendations.

• Conduct interviews and make talent selections in line with attrition and future growth needs.

• Facilitate onboarding and training to enhance productivity and skill development.

• Collaborate with internal centers of excellence to deliver training and resources.

• Create a culture that reflects the organization’s mission, vision, values, and ethos.

• Exhibit expertise through case work and occasionally participate in client calls to support the team.

• Work alongside the sales director in quarterly business planning and setting performance expectations.

• Contribute to information sharing, decision-making, and operations aligned with budgetary considerations.

• Address standards of work, process enhancements, employee performance, client service, channel conflicts, operational ease, and regulatory compliance.

• Identify process improvements and recommend training, technology, or other changes to enhance client satisfaction.

• Relay decisions, requests, and information to financial representatives and field leaders.

⛳️ Requirements

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

• Prior experience as a financial advisor is essential.

• Possession of FINRA Series 7, 63/65 or 66, and Life/Health Insurance licenses is highly preferred and must be secured within 120 days of hire/transfer.

• Must be eligible for Securities and Insurance licensing in all 50 states and the District of Columbia.

• Previous experience in financial planning, investment products, and insurance products is required.

• Background in consultative, needs-based sales models (e.g., Integrity Selling or similar) is preferred.

• Proven experience in leading change within a fast-paced, high-growth environment.

• Prior experience collaborating in a team-oriented setting to achieve results.

• 5+ years of experience managing a team of 8 or more direct reports is highly desired.

• Familiarity with Salesforce is preferred.

• Experience with Money Guide Pro or other planning tools is an advantage.

• Experience in virtual sales environments is preferred.

• Advanced Designation (CFP®, ChFC, or CLU) is desired.

• Strong communication, organizational, and client-focused skills are necessary.

• Must be eligible to work in all 50 states and the District of Columbia as a securities and insurance licensee.

🏝️ Benefits

• Various bonuses, including annual or long-term incentives.

• Medical, dental, and vision insurance coverage.

• Health savings account options.

• Flexible spending account available.

• 401(k) retirement plan.

• Pension plan benefits.

• Life and accidental death and dismemberment insurance.

• Disability insurance coverage.

• Supplemental protection insurance options.

• 20 days of Paid Time Off annually.

• Sick and Safe Time provisions.

• 10 paid company holidays each year.

• Volunteer Time Off policy.

• Paid parental leave benefits.

• Employee Assistance Program (EAP) available.

• Well-being benefits offered.