Sr Manager, Advisor Center
E
Edelman Financial EnginesFinancial services
We will also consider qualified candidates located elsewhere in the U.S. for a remote opportunity.Full-TimeManager
SalaryThe expected base salary range for this role nationally is $80,900 — $107,850 USD
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Job Details
- Experience
- 7+ years experience in financial services & contact center environment; 3+ years experience in direct supervisory experience & investor advisor team leadership
- Required Skills
- People ManagementCoaching
Requirements
- Hold a bachelor’s degree; a business or financial field is preferred.
- Have 7+ years of experience in financial services and a contact center environment.
- Have 3+ years of direct supervisory experience and investor advisor team leadership.
- Possess strong interpersonal skills and experience using emotional intelligence.
- Demonstrate a passion for coaching and people development to achieve key performance measurements.
- Bring deep expertise in financial planning principles, products, and services.
- Show the ability to analyze performance data for team development.
- Hold a Series 65 license or Series 7 and 66 licenses.
Responsibilities
- Motivate the team to reach client contact and conversion targets, optimize campaign coverage and effectiveness, and meet campaign objectives.
- Coach and motivate advisors to deliver the EFE value proposition, products, and services.
- Listen to call interactions, perform side-by-sides, and conduct regular coaching sessions with timely feedback.
- Monitor advisor effectiveness and efficiency using data, recognize strong performance, and coach to correct negative trends or skill gaps.
- Handle client escalations, solve issues, and take steps to build, retain, or restore client relationships.
- Identify opportunities to improve efficiency, the client experience, sales administration, and other business processes.
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