This is a remote role

Wisepath Financial Group is looking for a Financial Development Director to join our remote teams. The Financial Development Director is responsible for setting the goals of the department, understanding the importance of building and maintaining relationships, overseeing the budget, motivating the team, and projecting an environment of continuous learning.

The ideal candidate will provide coaching and leadership to those on the sales team & acquisition team. This role will motivate and guide the team toward reaching all sales goals. He/she will assign territories, report to senior Sales leadership on achievements, and mentor the junior sales team members. This person will also display tremendous leadership experience, strong customer service skills, and proven negotiating skills.

Responsibilities:

• 
  Strategize and project – Plan, project, and strategize team headcount and budget. Evaluate informational reports to identify new clients, estimate future sales, and understand the profits and objectives. Capture the needs of the customer to qualify sales leads and efforts.
• Lead and manage – Recruit, hire, and educate the sales department on an ongoing basis. Establish sales territories and quotas while evaluating the performance of remote financial professionals and financial advisors. Partner with senior leadership to evaluate strategies of the department and future sales goals.
• Maintain customer focus – Work with the team to evaluate new customer goals and assist with identifying solutions that will meet their need. Handle any complaints from the customer, employee disagreements, and any other problems that may affect the sales operations.

Requirements:

• Bachelor's degree in Business, Business Administration preferred
• Three years of direct financial planning experience required
• Technical understanding of the CRM system
• Proficient with Microsoft Office Suite

About Wisepath Financial Group:

Wisepath Financial Group was founded with the belief that 'Our goal is your success'. We assist in creating personalized financial strategies for each client in every aspect of their financial lives from insurance and investments to retirement and estate planning. At Wisepath Financial Group we take great pride in getting to know each of our clients and providing everyone with individualized service. ..

Benefits:

• Unlimited earning potential
• 401K with a 6% Match
• W2 FICA 7.5%
• Sponsorship of licensing and designations
• Group Health, Dental, Vision, Life, and Long-Term Disability
• Access to online proprietary, economic-based financial planning tool
• National recognition and rewards including business conferences and incentive trips

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