Director, Direct Client Development
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Job Description
Director of Direct Client Development overseeing a team to expand client base in financial services. Develops strategies and motivates team members to meet targets in a remote environment.
Responsibilities:
- Responsible for providing leadership to the Direct Client Development team.
- Motivate and encourage client development team members to ensure targets are met.
- Review and analyze sales and operational records and reports.
- Partner with the leadership team to create and execute a strategic sales plan that expands our client base.
- Recruit sales team members, set objectives, train and coach them and monitor their performance.
Requirements:
- Bachelor's degree or equivalent experience (preferably Business, Economics, Accounting or Finance related)
- 5+ years financial services industry experience at a minimum; high-volume sales, relationship management, or client service experience preferred.
- Minimum of 5 years of Sales team management strongly preferred.
- CFP or CFA preferred but if not, Series 65 is required or the ability to obtain quickly.
- Experience with Digital Marketing Intelligence tools is a huge PLUS.
- Ability Influence and motivate.
- Ability to provide effective performance coaching and feedback.
- Excellent communication skills
- Client service background preferred.
- Excellent verbal, written, analytical, and organizational skills.
- Proficiency with MS Word, Excel, PowerPoint and Outlook
- Proficiency with Salesforce
- Experience working with high-level, busy professionals.
- Enjoy leading and being part of a team.
- Must be highly flexible and confidential with all matters.
Benefits:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
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