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Director of Insurance

San Jose, California · Accounting/Finance
  • Insurance  Director:
  • Essential Duties and Responsibilities:
  • We are currently seeking a Licensed Sales Director. Proven leadership, management, and motivational skills are required. We offer a competitive compensation 150-200k plus, bonus and incentives as well as a comprehensive benefits program that includes medical, dental, and 401(k).
    · Development of branch sales professionals and branch production
    · Growing sales knowledge and experience, improving processes and enhancing the client experience
    · Ensuring advice practices are adhered to and developed plans meet suitability requirements
    . Branch recruitment and staffing sales professionals in a timely manner
    · Expanding and deepening client relationships by extending the entire product line
    · Collaborating and building effective relationships to ensure seamless client service
    · Ensuring sales professionals are developed, trained, knowledgeable of, and comply with established procedures
    · Ensuring performance objectives are set collaboratively for all associates and that performance feedback is provided on a regular basis
    · Training and supporting associates to meet their personal development objectives Requirements:
    · Bachelor's degree
    · Series 7; Series 63 and 65, or Series 66 licenses
    · Series 24, must desired
    · Proven leadership, management, and motivational skills
    · 3 - 5 years of proactive, successful sales experience managing people in the financial services industry
    · Must have outstanding communication skills
    · Possess comprehensive industry and investment knowledge
    · Have the ability to present complex financial solutions in a way that enables clients to make informed investment decisions 

Pamela J. Kortekamp
Lifetime Recruiting Strategies
"Developing Relationships that last a Lifetime"
Please contact me with any questions:
(w) 513-753-4926


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