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Equitableposted 4 months ago
Full-time • Manager
Onsite • Oak Brook, IL
5,001-10,000 employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
About the position
The Branch Manager at Equitable in Oak Brook, IL, is responsible for overseeing the branch's business goals and ensuring effective management of staff and operations. This role requires a strong focus on recruiting, training, and developing associates while promoting a positive branch culture and achieving sales targets. The Branch Manager will work closely with the EVP and is expected to be present in the office at least four days a week, emphasizing the importance of leadership and compliance within the branch.
Responsibilities
- Develop and execute the overall Branch business goals.
- Recruit, hire, and retain staff within the branch.
- Train and develop associates to enhance their skills and performance.
- Supervise Financial Professionals in compliance with regulations.
- Manage branch sales activities and promotions.
- Oversee marketing and communications strategies.
- Implement finance, operations, and technology initiatives.
- Foster leadership and a positive culture within the branch.
- Collaborate with other leadership to drive growth.
Requirements
- Bachelor's degree required.
- FINRA Series 7, 24, 53, and 66 (or 63 & 65) registrations required.
- State life and health licenses required.
- 5 years of experience in Branch Management or Sales Management.
- 10 years of experience in the financial services/insurance industry.
- Proven track record in managing profitability.
- Demonstrated success in leadership roles.
Nice-to-haves
- CLU, ChFC and/or CFP certifications are a plus.
- FINRA Series 4 registration is encouraged.
- Strong professional work history in the RBG business.
- Ability to make sound business and strategic decisions.
- Experience managing multiple locations across a large geographic area.
- Broad experience in advanced market planning and seminar selling.
- Exceptional interpersonal and collaboration skills.
- Demonstrated success in recruiting and building diverse teams.
- Exceptional managerial skills and ability to communicate effectively.
- Comprehensive knowledge of life, annuity, and investment products.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) plan
