Senior Manager, Advisor Center

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

📋 Description

• Oversee a dynamic frontline team responsible for showcasing the value of EFE products, services, and reputation through outreach initiatives.

• Develop tailored client experiences that enhance client satisfaction, drive referrals, foster repeat business, and attract new assets under management.

• Mentor team members to cultivate strong client relationships, deliver financial planning guidance, devise solutions for specific client needs, and assist clients in navigating financial planning concepts, digital tools, and resources.

• Inspire the team to achieve client contact and conversion goals, maximize campaign coverage and effectiveness, and fulfill campaign targets.

• Review call interactions, conduct side-by-side evaluations, and facilitate regular coaching sessions.

• Assess advisor performance and efficiency through data analysis.

• Recognize outstanding performance and provide coaching to address negative trends or skill deficiencies.

• Address client escalations, resolve issues, and establish, maintain, or restore client relationships.

• Discover opportunities to enhance client experience, streamline sales administration, and improve business processes.

⛳️ Requirements

• Bachelor's Degree in business or a financial discipline is preferred.

• Over 7 years of experience in financial services and within a contact center environment.

• More than 3 years of direct supervisory experience and leadership of an investor advisor team.

• Excellent interpersonal skills with a strong background in emotional intelligence.

• Enthusiastic about coaching and developing people to meet key performance indicators.

• Extensive knowledge of financial planning principles, products, and services.

• Demonstrated ability to analyze performance data for team enhancement.

• Possession of Series 65 or Series 7 and 66 licenses.

🏝️ Benefits

• Bonus potential directly tied to performance and success in increasing sales.

• A discretionary bonus may be available.

• Health, dental, and various wellness plans.

• 401(k) contributions.