Regional Platform Sales Manager

First Citizens Bank - Charlotte, NC

Full-time

Charlotte, NC

Credit Intermediation and Related Activities

About the position

This position supports the success of the Licensed Platform Sales Program by leading the integration of platform associates to ensure appropriate branch coverage. The role involves partnering with sales executives to develop strategies that enhance production and revenue, while also providing coaching and leadership to associates to improve client relationship management and referrals.

Responsibilities

• Facilitates the success of the Bank's licensed associate programs.
• Integrates associate placement and coverage, providing advice on additional coverage needs.
• Assists leadership in tracking performance trends of individual contributors and sales teams.
• Achieves regional sales objectives and partnership goals.
• Ensures compliance with all applicable policies and procedures.
• Ensures licensed associates have the training, development, and resources needed to increase profitability and production.
• Coaches associates on holistic discovery methods to identify client needs and offer financial solutions.
• Provides one-on-one mentorship and performance assessments for associates.
• Builds strong relationships with leaders, associates, and lines of business.
• Facilitates productive partnerships between retail, business banking, and corporate partners.
• Reports on sales performance, trends, and other metrics to facilitate targeted business strategies.

Requirements

• Bachelor's Degree and 6 years of experience in Securities Sales or Sales coaching including supervisory OR High School Diploma or GED and 10 years of experience in Securities Sales or Sales coaching including supervisory.
• Possess valid Series 7, 63, 65 or 66, 24 or 9/10 and state-specific life and health insurance licenses.
• Possess valid driver's license.
• Ability to travel within the supported area up to 60% of the time in personal mode of transportation.
• Knowledge of securities and insurance products and sales.

Benefits

• Comprehensive benefits program for full-time associates (20+ hours) with customized offerings.
• Support for families, however defined.