Sales Manager

Reposted 3 Days Ago
Be an Early Applicant
Goose Creek, SC
In-Office
Entry level
Financial Services
Serving the needs of our clients through full service financial planning, wealth management and protection strategies.
The Role
The Sales Manager will build, train, and manage a team, assess customer insurance needs, ensure paperwork is updated, and monitor sales performance.
Summary Generated by Built In
About the Sales Manager position

Our expanding insurance brokerage is looking for high-performing sales managers to join and grow our team! We will provide the support network and resources to help you reach your goals and beyond. If you have a strong drive to succeed, great communication skills, entrepreneurial mindset, and coachability we would love to hear from you. Apply today!

Sales Manager responsibilities are:
  • Being able to successfully build, train, and manage a team
  • Evaluate new customers insurance needs, risks, existing coverage, long term goals, and financial status to create a tailored experience that exceeds expectations
  • Ensuring all paperwork is up to date 
  • Provide warm and professional customer service while onboarding new clients and maintaining existing clients
  • Monitoring the sales team along with sales performance
  • Attending managers meetings and morning phone calls
  • Following procedures and company policies
Sales Manager requirements are:
  • Active drivers license
  • Detail-oriented and a team player
  • Great management and organizational skills
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The Company
HQ: Des Plaines, IL
9 Employees
Year Founded: 2009

What We Do

Alchemy Financial Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.

Securities offered through a Representative of Cambridge Investment Research, Inc. a broker dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc. A registered Investment Advisor. Alchemy Financial Group and Cambridge are separate entities. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify, as it relates to completeness or accuracy.

For a list of states we are registered to do business, please visit www.alchemyfinancialgroup.com

Products & Services

At Alchemy Financial Group, we provide assistance in the following areas:

Investments:
Stocks
Bonds
Mutual Funds
Options
Traditional IRAs
Roth IRAs
SEP IRAs
Simple IRAs
Brokerage Accounts
Alternative Investments
College Savings 529 Plans
Variable Annuities

Financial Planning:
Retirement Planning
College Planning
Estate Planning
Wealth Distribution
Group Retirement Plans
Charitable Gifting

Insurance:
Life Insurance
Disability Income Insurance
Long Term Care
Annuities

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