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FADP Performance Manager -Sales Leader - Chicago, IL

Northbrook

Job Description:

Advisor Development & Training
• Under the direction of the Market Executives and the Division FADP Performance Executives, and in partnership with the FADP Coordinators, ensure FADP participants are meeting and achieving hurdles
• Assess skills, knowledge and capabilities gaps through coaching and analysis; develop customized developmental plans to address
• In alignment with national program, lead training and develop activities, tools and routines to help enable FADP productivity
• Personal involvement with FADP participants who require heightened support to achieve success
• Help reinforce compliance, supervision, and provide risk management support of FADP participants and their activity for market leadership
Pipeline Management
• Lead pipeline management routines with teams and coach on pipeline execution
• Support client acquisition efforts by maximizing lead potential via enterprise relationships


Strategy & Accountability
• Work with Market Executives to develop and implement strategies to drive growth initiatives throughout the market
• Support leaders in implementing effective performance management, including goal setting, incentive, and other reward and recognition mechanisms
• Accountable to support market results, while maintaining strict consistency with national programs
• Performance ratings and discretionary compensation will be directly tied to FADP scorecard results (what) and market leadership (how)

Required Skills
• Candidates are strongly preferred to currently hold Series 7 AND Series 66 (or Series 63 AND Series 65) and Series 9and Series 10,  equivalent licenses. If applicant does not currently hold these licenses, these licenses must be acquired within a specific timeframe
• 3+ years leading, coaching, and managing high performing sales teams within the financial services industry
• Strong knowledge of the FADP or Consumer training programs preferred
• Proven track record of coaching and improving performance in others
• Proven ability to drive integration across solutions and drive results through superior delivery and sales management
• Proactively builds trusted relationships with key partners/clients
• Ability to be a change agent and work in a fast paced environment
• Experience in building effective client minded sales strategies which impact the business line
• Projects enthusiasm, optimism, and determination
• Communicates strategic business plans and tactical sales goals clearly and effectively at all levels
• Bachelors degree or higher, strongly preferred

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Advisor Development & Training
• Under the direction of the Market Executives and the Division FADP Performance Executives, and in partnership with the FADP Coordinators, ensure FADP participants are meeting and achieving hurdles
• Assess skills, knowledge and capabilities gaps through coaching and analysis; develop customized developmental plans to address
• In alignment with national program, lead training and develop activities, tools and routines to help enable FADP productivity
• Personal involvement with FADP participants who require heightened support to achieve success
• Help reinforce compliance, supervision, and provide risk management support of FADP participants and their activity for market leadership
Pipeline Management
• Lead pipeline management routines with teams and coach on pipeline execution
• Support client acquisition efforts by maximizing lead potential via enterprise relationships


Strategy & Accountability
• Work with Market Executives to develop and implement strategies to drive growth initiatives throughout the market
• Support leaders in implementing effective performance management, including goal setting, incentive, and other reward and recognition mechanisms
• Accountable to support market results, while maintaining strict consistency with national programs
• Performance ratings and discretionary compensation will be directly tied to FADP scorecard results (what) and market leadership (how)

Required Skills
• Candidates are strongly preferred to currently hold Series 7 AND Series 66 (or Series 63 AND Series 65) and Series 9and Series 10,  equivalent licenses. If applicant does not currently hold these licenses, these licenses must be acquired within a specific timeframe
• 3+ years leading, coaching, and managing high performing sales teams within the financial services industry
• Strong knowledge of the FADP or Consumer training programs preferred
• Proven track record of coaching and improving performance in others
• Proven ability to drive integration across solutions and drive results through superior delivery and sales management
• Proactively builds trusted relationships with key partners/clients
• Ability to be a change agent and work in a fast paced environment
• Experience in building effective client minded sales strategies which impact the business line
• Projects enthusiasm, optimism, and determination
• Communicates strategic business plans and tactical sales goals clearly and effectively at all levels
• Bachelors degree or higher, strongly preferred

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22046174

Band: H4

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Tanya Scavuzzo

Referral Bonus:

0

Street Address

Primary Location:
1033 SKOKIE BLVD, IL, Northbrook, 60062