As an Annuity Advisor Team Lead you will create a culture of excellence and an environment that meets a high standard of service and distinction within the community by building deep relationships and delivering an exceptional customer experience, with a particular emphasis on annuity solutions. In this role, you will play a key role in promoting our customer-obsessed culture, ensuring clients understand the benefits and opportunities provided by annuities. You will lead a team of Financial Advisors who service a wide range of clients, from those just starting to save to those with significant wealth, guiding them in incorporating annuities into their financial strategies to enhance their long-term financial security.
Job responsibilities:
Lead and mentor a team to leverage their understanding of financial markets, with a focus on annuities, ensuring they can simplify complex financial concepts and build rapport and credibility with clients.
Oversee the delivery of exceptional client experiences by guiding team members to adapt conversations to meet the diverse needs of the client base.
Ensure team members possess and continue to build on a broad range of investment products knowledge, with a primary focus on annuity products and account types, to provide comprehensive solutions to clients.
Support team members in understanding client needs and developing advice and strategies to achieve clients' investment goals.
Promote strong connections between team members, colleagues, and outside partners to enhance annuity solutions, strengthen relationships, and deliver personalized financial advice to clients.
Set clear targets and objectives for the team, and manage, track, and analyze Key Performance Indicators (KPIs) and Objectives and Key Results (OKRs) to ensure alignment with business goals and drive performance improvements.
Partner closely with the Supervisory Manager to manage all day-to-day administrative, supervisory, and operational aspects of the business, achieving strategic objectives for a designated territory.
Create a culture of risk and control, acting with urgency to safeguard customers and the business.
Be proactive, taking initiative to identify solutions, possessing an entrepreneurial spirit, and executing with urgency.
Required qualifications, capabilities, and skills:
At least 5 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor team
A valid and active FINRA Series 7, 66 (or equivalent) is required
A valid and active FINRA Series 9/10 (or equivalent) is required and must be obtained or retained within a 60 day condition of employment
Proven ability to recruit, source and attract internal and external Advisor talent by building and maintaining personal network of contacts
Possess a strong understanding of investment services and products, with a particular focus on annuities, and maintain a keen interest in the financial markets.
Strong communication skills, attention to detail, excellent follow-through and a strong commitment to upholding a sound risk and controls environment
Preferred qualifications, capabilities, and skills:
Bachelor's degree preferred
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans