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Responsible for recruiting, training, development and supervision of retail sales force. Directly accountable for the attainment of recruiting goals in addition to achieving established targets in sales, revenue growth, and profitability.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Develop long range strategic sales goals in conjunction with retail markets
Develop and implement sales strategies to generate new business within the branch network
Establish and maintain relationships with local bank personnel including Bank management, Regional and Market Presidents, and other Line of Business Managers to gain support, backing, and cooperation in promoting HIS's investment program and the Bank's referral program
Provide guidance, direction and coaching to advisors to assist them in performing their duties and to help them achieve their individual goals
Continue to develop the licensed platfrom banker program
Comply with all applicable federal, state and industry related laws and regulations
Review advisor activity quarterly to review suitability of transactions
Coach advisors in adopting a financial planning sales process
Engage advisors in a team based wealth management client engagement model
Stay abreast of industry trends and regulations, identify changes affecting the sales force and take appropriate action to notify staff and to ensure compliance with changes
Evaluate staff performance, participate in employee counseling sessions and recommend terminations
Supervises approximately 20 Financial Advisors, Associate Financial Advisors, and Sales Assistants.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education and/or Experience
Required Education: Bachelor's Degree
Required Experience: 4-6 years related experience and or training
Preferred Experience: 7-10 years of sales and investment experience to include exposure to all facets of sales, business development, and customer service
6-8 years of proven management and business development skills
A combination of education and experience/training is acceptable.
Ability to communicate effectively orally and in writing using the English language; Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations; Ability to write reports, business correspondence, and procedure manuals; Ability to effectively present information and respond to questions from groups of managers.
Ability to calculate figures and amounts such as discounts, interest, commissions and percentages, area, circumference and volume; Ability to apply concepts of basic algebra and geometry.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form; Ability to deal with problems involving several concrete variables in standardized situations.
Ability to learn, or knowledge of, Microsoft Office products to include Word, Excel, Access, Powerpoint and Outlook
Certificates, Licenses, Registrations
FINRA Series 7, 24, 63, 65, or 66 plus state Life/health/Variable Annuity Licenses.
Other Skills and Abilities
Excellent presentation skills
Excellent time management, organizational, planning and project management skills
Superior interpersonal and negotiation skills
Ability to understand complex securities portfolios, bonds, markets and corporate trends
Ability to understand and explain government regulations
Ability to make difficult decisions quickly and with sound judgment and prudence
Ability to be creative and innovative
Ability to establish and maintain a high level of credibility with all levels of internal and external customers
Ability to excel in a team environment
Ability to work under stress and meet deadlines
Ability to travel as required
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Ability to work under stress and meet deadlines
Ability to operate related equipment to perform the essential job functions
Ability to read and interpret a document if required to perform the essential job functions
Ability to travel if required to perform the essential job functions
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
This job description is only valid as of the date it was revised. Please contact the HR Compensation Department to obtain the latest version. Information contained herein should be treated as confidential to Hancock Holding Company.
NOTHING IN THIS JOB DESCRIPTION RESTRICTS MANAGEMENT'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THE JOB AT ANY TIME
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
Hancock Holding Company