Iowa Licensed Sales Manager

A company is looking for a Sales Manager - Individual Solutions to lead a team of Investment Advisor Representatives in the Managed Money area. Key Responsibilities Build and influence strategic partnerships with plan sponsors, consultants, and sales teams Lead daily team operations while fostering a strong culture and results-oriented environment Leverage data strategically to inform business decisions and priorities Required Qualifications Bachelor's degree or equivalent experience with 8+ years in a sales or service team FINRA Series 7, Series 63, and Series 24 registrations required upon employment FINRA Series 65 or 66 licenses or ability to obtain within 90 days Ability to interpret and market approved products and services Demonstrated commitment to integrity and sound operational judgment

Apr 3, 2025 - 21:37

A company is looking for a Sales Manager - Individual Solutions to lead a team of Investment Advisor Representatives in the Managed Money area. Key Responsibilities Build and influence strategic partnerships with plan sponsors, consultants, and sales teams Lead daily team operations while fostering a strong culture and results-oriented environment Leverage data strategically to inform business decisions and priorities Required Qualifications Bachelor's degree or equivalent experience with 8+ years in a sales or service team FINRA Series 7, Series 63, and Series 24 registrations required upon employment FINRA Series 65 or 66 licenses or ability to obtain within 90 days Ability to interpret and market approved products and services Demonstrated commitment to integrity and sound operational judgment