Manager, Virtual Advice

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

📋 Description

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

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

• Drive annual team revenue exceeding $1.5M.

• Work collaboratively with broader sales leadership to ensure a consistent client experience and meet core expectations.

• Retain and engage a total of 800k clients.

• Provide daily and weekly team-based and individual coaching sessions.

• Develop consultative sales skills and provide advice-based recommendations.

• Conduct interviews and select talent based on attrition rates 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 and nurture a culture that emphasizes organizational values, mission, and vision.

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

• Partner with the sales director for quarterly business planning and setting performance expectations.

• Contribute to decision-making and operations in line with budgetary considerations.

• Address standards of work, process improvements, employee performance, client service, channel conflicts, business facilitation, and regulatory requirements.

• Identify enhancements to the sales process and necessary training, technology, or changes to boost client satisfaction.

• Communicate decisions, requests, and information to FRs and field leaders utilizing various information systems and departments.

⛳️ Requirements

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

• Previous experience as a financial advisor.

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

• A minimum of 5 years of experience leading a team of 8 or more direct reports is highly desired.

• Must be qualified to be Securities and Insurance licensed in all 50 states and the District of Columbia.

• Prior experience in financial planning, investment products, and insurance products is necessary.

• Experience with consultative, needs-based sales models (such as Integrity Selling or similar) is beneficial.

• Proven ability to lead change in a fast-paced, high-growth environment.

• Experience collaborating in a team setting to achieve results.

• Strong belief in the organization’s core values and mission.

• Results-driven and motivated.

• Client-focused.

• Excellent communication skills.

• Outgoing, positive, and energetic personality.

• Empathetic approach.

• Strong organizational skills.

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

• Experience with Salesforce.

• Familiarity with Money Guide Pro (or similar planning tool) is a plus.

• Experience in virtual sales environments.

• FINRA Series 6 and 7 are required or must be acquired within 120 days of hire or transfer, as this role involves designing and developing training content and overseeing training delivery related to insurance, annuities, mutual funds, brokerage, and banking.

🏝️ Benefits

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

• Medical, dental, and vision insurance.

• Health savings account.

• Flexible spending account.

• 401k plan.

• Pension plan.

• Life and accidental death and dismemberment insurance.

• Disability insurance.

• Supplemental protection insurance.

• 20 days of Paid Time Off annually.

• Sick and Safe Time.

• 10 paid company holidays.

• Volunteer Time Off.

• Paid parental leave.

• Employee Assistance Program (EAP).

• Well-being benefits.

• Additional employee benefits.