JOB TITLE: VP/SVP, Sales Management
LOCATION:    
REPORTS TO:  Managing Partner
SALARY TYPE:  Exempt 
POSITION SUMMARY & OVERALL PURPOSE:
The VP/SVP performs duties to ensure sales growth by recruiting, developing and managing an advisor team in meeting annual production targets from the sale of proprietary products and services.  The VP/SVP is also committed on-going recruiting efforts to continue to grow and evolve the sales unit.  This position also works in collaboration with the agency’s management team and staff to contract, on-board and support the long-term needs of recruited professionals.  
Recruiting

Knowledge of firm’s recruiting strategy, value prop and annual recruiting goals
Thorough understanding of the career agent contract
Ability to personally source candidates through referrals from existing producers, LinkedIn, etc., to create a solid pipeline
Regularly interview recruits to assess the right fit for the agency model and culture.  Leverage Managing Partner(s) and other support team members as needed throughout the process.
Work closely with in-house recruiter to interview prospective recruits sourced by the firm as needed
Follow the established onboarding process to contract new advisors by ensuring the overall experience is professional and efficient  
Advisor Development & Management

Conduct regular one on one meetings with producers to build relationships, understand training and development needs, and provide insight for the improvement of sales and activity performance
Provide individualized assistance with case prep, selling strategy, troubleshooting, etc.  Conduct regular coaching and counseling to build motivation and selling skills
Conduct or participate in weekly team/unit meetings to apply training topics, and/or develop: phoning, fact-finding, life cycle, client presentation and closing skills.  Assist producers in making connections between the trainings and the application in their practices.
Supervise the unit’s sales activities, i.e. prospecting calls, appointments, presentations, proposals, closes, etc.), as well as use available resources to create accountability
Consistently identify opportunities for junior producers to link with a senior work partner for joint work
Leverage staff resources to ensure that producers are fully utilizing all that is available to them as part of our agency support platform
Attend and participate in all monthly sales management team and recruiting meetings
Work with management team to ensure our agency training program is a great resource for learning and attend as scheduled
Support company standards, policies, goals and objectives as define by company management  
Ensure that the unit is following supervisory guidelines and meeting deadlines for continuing education and annual compliance requirements.
QUALIFICATIONS:

Bachelor’s degree in business management or related field
Five or more years of sales management experience 
Proven track record of building and developing sales teams
Life, Accident & Health licensed
Series 7 & 66 (24 a plus)
Exceptional communication, interpersonal, and decision-making skills
Advanced knowledge of the sales process, insurance concepts, investment solutions and planning

Financial Advisor
You are a driven individual with an entrepreneurial spirit. You love visiting with people and feel accomplished when you help someone find a solution to a problem. You believe giving is better than receiving, especially when it comes to your community. If you are looking to launch a new career as a financial advisor, then we're committed to providing support to help you build your practice, acquire new clients, and deepen relationships.
You'll meet with clients to map their financial futures by providing guidance and recommendations.
You'll achieve sales goals and be rewarded for your work.
*Company culture, leadership, and specifics will be discussed via an initial phone call*

INCOME GROWTH OPPORTUNITY

Performance Based Income
Bonuses and Recognition Available
Residual Pay - Earn renewals for client retention!

RESPONSIBILITIES
• Help people and businesses become financially secure. Make an impact by inspiring others to take action.
• Earn unlimited income. There are no caps on how much you can make
• Make time for the important things in life. You’ll earn autonomy and eventually set your own schedule.
• Be a lifelong learner. Financial services are constantly changing, and you can be part of a dynamic, always evolving industry.
QUALIFICATIONS
• Excellent interpersonal skills and sales abilities
• Someone who believes in financial products and services
• Self-motivated
• Demonstrates determination and commitment
• Willing to obtain licenses: Life & Health, FINRA Series 7 & 66

Financial Sales Advisor - 
Who We Are:
Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients’ wealth by delivering exceptional personalized service and expertise. We specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services.
If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs.
You’ll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry.
Who we are seeking:

Ideally, 1-2+ years of sales or business development experience
Local natural market & strong prospecting ability (cold calling, networking, etc.)
History of success (can be in sales, sports, education, etc)
Energized by mentorship & collaboration
Bachelor's Degree strongly desired or equivalent working experience
Preferred but not required:

Licensure: CA Life & Health, SIE, Series 7 & Series 66
*Licensing will need to be obtained*
Responsibilities:

Build and maintain strong relationships with clients to understand their financial needs and objectives
Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies
Stay up-to-date on market trends, economic conditions, and investment products
Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions
Compensation & Perks:

Supplemental Salary, Commissions, Bonuses & Rewards programs
Vast array of broker/dealer & investment advisory platforms
Dedicated transition support & firm leadership opportunities
Product specialists support & Practice management coaches
Flexible scheduling, company-paid luncheons/events
Job Type: Full-time
Pay: $55,000.00 - $75,000.00 per year
Benefits:

Flexible schedule
Professional development assistance
Referral program
Compensation package:

Bonus opportunities
Commission pay
Weekly schedule:

Monday to Friday
Work setting:

In-person
Office

Financial Advisor
You are a driven individual with an entrepreneurial spirit. You love visiting with people and feel accomplished when you help someone find a solution to a problem. You believe giving is better than receiving, especially when it comes to your community. If you are looking to launch a new career as a financial advisor, then we're committed to providing support to help you build your practice, acquire new clients, and deepen relationships.
You'll meet with clients to map their financial futures by providing guidance and recommendations.
You'll achieve sales goals and be rewarded for your work.
*Company culture, leadership, and specifics will be discussed via an initial phone call*

INCOME GROWTH OPPORTUNITY

Performance Based Income
Bonuses and Recognition Available
Residual Pay - Earn renewals for client retention!

RESPONSIBILITIES
• Help people and businesses become financially secure. Make an impact by inspiring others to take action.
• Earn unlimited income. There are no caps on how much you can make
• Make time for the important things in life. You’ll earn autonomy and eventually set your own schedule.
• Be a lifelong learner. Financial services are constantly changing, and you can be part of a dynamic, always evolving industry.
QUALIFICATIONS
• Excellent interpersonal skills and sales abilities
• Someone who believes in financial products and services
• Self-motivated
• Demonstrates determination and commitment
• Willing to obtain licenses: Life & Health, FINRA Series 7 & 66

As a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource network so you can focus on activities that get results. A Financial Advisor with us has more avenues to provide to their clients. This also means you are CRIA licensed (Corporate Registered Investment Advisor). Requirement options for CRIA: Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC.
Responsibilities

Prospecting for clients through referrals, personal observation and networking
Developing and maintaining long-term relationships with clients
Fact gathering and needs analyses to arrive at client-centric financial solutions
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Qualifications

Strong interpersonal skills and customer service focus
Market development/networking abilities
Presentation and organization skills
Strong work ethic, self-motivated and goal-oriented
BA, BS, and/or graduate degree or equivalent work experience required

Benefits 
Results-driven compensation and access to a competitive benefits package available for qualified Financial Services Professionals including medical, dental vision, life and disability insurance, 100% company funded pension plan and 401K.
In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term.

Non-Profit Branch Manager - Joliet, Illinois

Make a Difference. Lead. Inspire.
Are you passionate about making a lasting impact on the lives of young people in our community? Do you thrive in an environment where your leadership can create meaningful change? The Boys and Girls Club of Joliet is looking for a dedicated Branch Director who is committed to creating a safe and nurturing space for our youth to learn, grow, and succeed.
Your Role: Shaping Futures and Building Community
As the Branch Manager, you’ll lead the daily operations of our unit with a primary focus on delivering programs that truly make a difference. You’ll manage a committed team, develop, and guide impactful youth programs, and ensure our facilities are welcoming and safe. You’ll also engage with parents, community leaders, and volunteers to support our mission, ensuring every child has the opportunity to reach their full potential.
Key Responsibilities:
Leadership:

Develop and oversee programs that align with our mission to promote positive youth development.
Foster an environment where every member is encouraged to explore their interests, build skills, and grow in confidence.
Lead by example, providing guidance to both youth and staff while ensuring their safety and growth.
Collaborate with the Director on staff development, offering coaching and feedback to nurture a strong, cohesive team.
Program Development & Implementation:

Create programs that prioritize health, safety, and the unique needs of our members, embracing the diverse backgrounds of the community.
Ensure staff understand and maintain high program standards and that our facilities are always welcoming and accessible.
Continuously evaluate programs, adjusting to better serve the evolving needs of our youth and community.
Manage budgets with a focus on maximizing resources to create the greatest impact for our members.
Supervision:

Inspire and support staff and volunteers, offering meaningful feedback and creating opportunities for growth.
Ensure accurate record-keeping of program achievements, daily participation, and community impact stories.
Lead staff in maintaining a positive and inclusive environment where all youth feel valued and supported.
Resource Management:

Oversee the branch’s financial resources and assist in budget development to align spending with program goals.
Ensure the Club’s physical spaces and equipment are well-maintained and available for both members and community events.
Foster a collaborative, mission-driven team culture by leading regular staff meetings and professional development opportunities.
Community Engagement & Visibility:

Enhance the Club’s presence by promoting programs and events, connecting with local organizations, and sharing stories that highlight our impact.
Work closely with volunteers and community partners to expand our reach and strengthen support for our mission.
What We’re Looking For:

A four-year degree or equivalent experience in a related field.
At least 2 years of experience in a similar youth-focused organization, with demonstrated success in program development and team leadership.
Strong communication and leadership skills, with a passion for inspiring others.
Experience in managing budgets and facilities, and a track record of effective fundraising.
A commitment to making a positive difference in the lives of young people.
Bilingual skills are a plus but not required.
Physical Requirements & Work Environment:
We’re committed to ensuring a supportive work environment and accommodating the physical needs of our team members.
Why Join Us?
At the Boys and Girls Club of Joliet, you’ll be part of a community that’s bigger than just a job—it’s a chance to be a catalyst for change. If you’re ready to lead with purpose, foster a positive impact, and help shape the next generation, we’d love to hear from you.
DISCLAIMER:
The information presented indicates the general nature and level of work expected of employees in this classification. It is not designed to contain, nor to be interpreted as, a comprehensive inventory of all duties, responsibilities, qualifications, and objectives required of employees assigned to this job.

Executive Assistant
Office locations: Downers Grove & Naperville 
Are you a proactive, tech-savvy professional looking to make an impact in the financial services industry? Join us as an Executive Assistant and bring your organizational skills, creativity, and drive to a dynamic team focused on helping clients achieve their financial goals.
Why You’ll Love This Role:

Work/Life Balance: This is a full-time, in-person role where we prioritize maintaining a healthy balance between work and life.  Team is flexible and will have optional 1-day WFH after training. 
Meaningful Work with Strong Values: Our firm is built on perseverance, a growth mindset, faith in our team, and a “firm-first” mentality. If you’re someone who thrives in a culture where teamwork and trust lead to shared success, you’ll feel right at home.
Career Growth & Development: We believe in investing in our team. You’ll gain valuable industry knowledge, have access to professional development opportunities, and can expand your skills in a supportive environment.



What You’ll Do:
Organize & Optimize:

Manage advisor calendars, prioritize scheduling, and ensure no detail is missed.
Take the lead on inbox management, responding to key communications and keeping everything streamlined.
Prepare materials and handle logistics for client meetings, ensuring a polished and professional experience.
Tech & Systems Savvy:

Use our CRM to maintain accurate client records and develop strategies for personalized outreach.
Handle data tracking, license renewals, and light bookkeeping (QuickBooks) to keep operations smooth.
Client-Centric Approach:

Be the friendly and knowledgeable first point of contact for clients, setting the tone for our relationship.
Organize personalized client communications, including birthday cards and milestone celebrations.
Support advisor-client interactions by scheduling follow-up appointments and gathering necessary information.
What We’re Looking For:

5+ years of executive support experience, ideally in financial services or a related field.
A proactive mindset with a knack for solving problems and anticipating needs.
Strong tech skills—comfortable navigating CRMs, Microsoft Office, and virtual platforms like Zoom.
Excellent communication skills, with the ability to adapt to different client personalities.
Ability to work efficiently across two office locations and maintain high productivity
A positive, team-oriented attitude with a desire to continuously learn and grow.
Perks & Benefits:

Work/life balance that supports personal and professional well-being
Opportunities for professional growth and career advancement
Supportive and collaborative team environment, rooted in our core values of perseverance, growth mindset, faith, and a firm-first approach
Access to industry training and development resources

Growth Development Director
Location: Seattle, WA
Description:
Attract new people to the financial advisor career and drive new rep growth while building and growing
your personal integrated practice
Eligibility Requirements
 Fully licensed (L, A & H and security licenses required)
 Mentor new Financial Advisors
 Leaders with a great drive to succeed, GRIT, the passion to make a difference, and the desire
to be a mentor with our team
 An industry leader with a proven track record of success
 Attract new upcoming Advisors to our team
 Outstanding interpersonal skills
 Proven self-starter with a demonstrated success record
 Upright, trustworthy, and moral
 Strong communication skills
 An enthusiasm for working in a dynamic, productive, and value-oriented environment
Expectations:
 The ability to positively impact someone else's life
 Personalized mentoring
 Active in and attend all Network Office meetings, and Annual Meetings
 Attend weekly and quarterly ELT Meetings.
 Lead a weekly and/or monthly Client Builder group
 Source 4 Financial Representative contracts per year
 Participate in the weekly Recruiting call
 Participate in one or more steps of the selection process
 Meet minimum ongoing expectations
 Ensure your new Financial Representatives are prepared to attend initial training
 Facilitate national training program sessions and/or follow-up training
 Hold individual coaching and case development meetings
 Develop leadership skills & continue personal development
 Pursue a designation through the American College
 Lead by example; strong personal practice
 Participate in leadership meetings
Benefits/Rewards:
 An attractive total compensation package for building a financial security practice
 Comprehensive medical coverage
 Two company-funded retirement plans
 Income deferral plans
 Group life and disability Income Insurance
 Expense allowance
 Job Type: Full-time
Responsibilities:
 Be a leader that want to run a practice, mentor new upcoming Advisors, and attract new
upcoming Advisors
 Drive to succeed, the passion to make a difference, and the desire to love what they do
 Membership in the network office’s development team with full participation in all leadership
meetings and retreats
 Committed to Building Relationships, Fostering Growth, and Creating Legacy

Insurance Agent
Being an Insurance Agent is much more than just sales – it’s all about building relationships, being a pillar in your community, making a difference, and helping people protect what matters most to them.
As you build and manage your own business, you have the opportunity to educate others about how they can help their family and improve their future. More than sales, this is an opportunity to make an impact by ensuring that your clients are protected.
Daily Tasks can include:
Meeting with prospective and current clients
Managing policy renewals
Analyzing coverage options and explaining details to clients
Managing claims processes, including conducting visits as needed
Keeping client and business records
Working with underwriting
Conducting marketing efforts, such as social media, postcards, and phone calls Ensuring you are up-to-date on industry regulations and product offerings Overseeing your business, including budgets and hiring
Job Requirement: 
Applicants should have an entrepreneurial attitude with an interest in operating a business. We're looking for a goal-oriented individual with proven personal and financial success, natural drive to success, and a desire to help others. The ability to manage an office, hire staff, and develop marketing and sales plans is required. Experience in an agriculture-related field is a bonus.
Compensation: Unlimited earning potential, commission-based compensation with incentive travel and cash bonuses

Do you aspire to more than just earning a paycheck?
Would you like to make a difference in your community?  
This Financial Institution is redefining what it means to be an entrepreneur and is seeking ambitious and passionate individuals just like you to join us as multiple-line insurance agents. They have spent more than a century establishing themselves as one of the nation’s premier insurance companies. Their reputation is built on core values of financial strength, integrity, respect, service and teamwork. They are continually striving to grow and attract clients and have rigorous growth plans. That growth means they need people who believe in building relationships and keeping promises.
 
This isn’t just a job — it’s a valuable business opportunity. As a team member, you are the link between our clients and the protection provided by our insurance products. Using your entrepreneurial spirit, you’ll manage the sales and marketing of your business to build a community of loyal clients. You will be accountable for driving sales performance by connecting with customers, discovering their needs and educating them on the products that will best protect their families -- all with the support of an established, world-class company.
 
Whether you have experience or just beginning your career, our innovative paid training will educate you on their product lines, resources and sales process. Their ongoing mentoring program is designed to provide you with interactive one-on-one support and their continuing education opportunities will help keep you at the top of your game.
 
Here is just some of what we have to offer: 

Ability to own and manage your own business
Determine your own earnings- work hard and reap the benefits
Performance-based bonus programs
A three-year tiered commission plan to support you during the building of your agency
Innovative training and mentoring program through Kelly OCG Services to further your professional growth
Advancement and professional growth opportunities
Travel and award incentives
Some of the most diverse insurance products in the industry including: auto, home, life, agriculture, commercial, and annuities
Company support for technology and systems, customized marketing materials and campaigns
 
 Requirements

A criminal background and credit check will be conducted as part of the application process.
All applicable state licenses for property and casualty and life insurances will be required before hire. Ask us how we can help!
 
Preferred Qualifications:

Bachelor’s degree, preferred; degree in finance, business, or marketing, a plus
Sales experience, a plus
Proven track record of success in driving business results, a plus
Business management experience, a plus

Compensation:

This role offers uncapped commission and bonuses