Sales Manager, Retirement Solutions

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Category : Retirement Solutions

Job Location : 3560 Pentagon Blvd, Beavercreek, Ohio

Pay Classification : Exempt (Salary)

NMLS Required : No

Work Type : Standard

Position Type : Full-Time / Regular

Responsibilities

• Manages member center and member help center based aspects of non-depository investment and insurance products. Includes oversight of financial advisors assigned to member center and member help center locations. (30%)
• Build member center and member help center relationships, including setting up regular meetings, attending branch huddles, and providing one-on-one training with partners via bi-monthly branch visits. (25%)
• Provide training for member center and member help center partners. Keep training material and reference guide material up to date. Expands the capabilities of subordinates through coaching, training, and appraisal. Interviews and hires for open positions. (25%)
• Represents the credit union in dealing with major clients, community organizations, select employer groups, industry organizations, the broker / dealer, regulators, wholesalers, and other key outside organizations. (10%)
• Ensure assigned business units are operating efficiently and reliably, are in compliance with applicable laws, regulations, and rules, have appropriate operating controls to mitigate risk, and are performing at a high level. (10%)

Required Skills

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Sales and Business Development

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