Manager – Internal Business Development Consultant - WFG

Job Family

Sales Support / Operations

Job Description Summary

As part of the World Financial Group (WFG) distribution team, lead Internal Business Development Consultants within an assigned group of WFG. Ensure WFG Internal Business Development Consultants are effectively partnering with field agents and field leadership to drive increased agent recruiting, licensing, and product sales; enhance the agent experience. Ensure production standards are met and work with leadership to improve the efficiency and effectiveness of the team.

Job Description

Responsibilities

• Manage a team of Internal Business Development Consultants within an assigned group of WFG.
• Ensure annual growth and business targets are set and met for WFG and Transamerica.
• Empower the field force with information, tools, and resources to achieve business goals.
• Conduct in-person training and promotions at field events and facilitate virtual webinars with field attendees to drive agent production and engagement with an aim towards increasing product sales to deliver on company goals.
• Provide guidance and training to team members on products, services, and procedures.
• Serve as a point of contact for agents with complex or escalated requests.
• Track and measure the quality and quantity of work performed by the team.
• Work with management to analyze data trends and quality reports; provide recommendations for improvements.
• Drive increased recruit-to-licensing and license-to-sales growth for new recruits and agents through on-going technical support, training, issue resolution, and recognition of field accomplishments.
• Set clear performance expectations, conduct performance reviews and as needed, implement improvement measures for individual and team success.

Qualifications

• Bachelor’s degree in a business field or equivalent education/experience
• Five years of relevant sales experience or financial services industry experience, including distribution/sales management
• Life license, or ability to obtain within 6 months
• Solid understanding of the life insurance industry, securities business, agency operations, products, and regulations.
• Understanding of employment regulations to manage employees.
• Outstanding relationship building skills to motivate and encourage recruits and agents
• Analytical and problem-solving skills to interpret and connect practical solutions to business problems.
• Proficiency using MS Office products, and technologies used to deliver web-based training/meetings.

Preferred Qualifications

• Supervisory/team lead/people management experience
• Life & Health license
• Proficiency using WFG/TFA platforms
• FINRA Series 6 & 63 Licenses

Working Conditions

• Office Environment
• Non-standard work schedule to include evenings and weekends
• Valid driver’s license and vehicle required
• Moderate Travel 10 to 25%
• Travel to field offices, business meetings, conferences/events

Working Environment:

Employees will be assigned to one of the following work location designations:

• In office employees will perform all of their work at a Company office location.
• Hybrid employees will need to work at a Company office location at times and a remote work location (typically their home) at times.
• Commuting Remote employees will need to report to a Company office location at times, but will perform their work primarily remotely.
• Non-commuting Remote employees will not be assigned to report to a Company office location (although they may need to travel to a Company office upon request) and will perform their work remotely.

What You Receive:

A Comprehensive Wealth + Health package.  It’s our passion to empower people, and especially our employees, to add years to their lives and more life to their years.  That means a healthy account balance and a healthy body to match.  As you’ll come to discover, Wealth + Health is a central part of everything we do!

Wealth Benefits; Competitive Pay, Bonus, and Benefits Package; Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Employee Discounts, Career Training & Development Opportunities, Certification Sponsorship

Health and Work/Life Balance Benefits; Be Well Company sponsored holistic wellness program which includes Wellness Coaching and reward dollars, Parental Leave, Adoption Assistance, Employee Assistance Program, College Coach Program, Back-up Care Program, Paid Time Off to Volunteer, Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program

What We Offer