Manager of Wills & Trusts Sales

About the role

Leads, motivates, and coaches the Wills & Trusts team to achieve sales targets, providing quality service to clients in a sales and service culture, and meeting organizational business goals.

Responsibilities

• Support the achievement of sales results and team operations by leading and coaching the sales teams to meet sales and growth targets and achieve organizational business goals.
• Build and maintain processes and activities to create exceptional client experiences and a high level of consistency, efficiency, and effectiveness.
• Manage escalated internal and external client inquiries and issues.
• Participate in interviewing, training, and evaluating employees.
• Support continuing education and employee development to ensure the quality of education provided by the Wills & Trusts team meets business objectives and service levels.
• Provide support to members of the team to achieve professional qualifications and designations that will support the growth of the Wills & Trusts Division.
• Support and implement internal and external sales strategies and business development tactics.
• Identify and cultivate new opportunities and changes in the marketplace.
• Conduct and participate in business development activities including seminars and events.
• Maintain and develop internal business partnerships (e.g., retail, call centers, marketing, sales enablement) while building positive and productive relationships.
• Support and execute the sales and business development plan; support the sales and service process, activities, and practices for consistency, productivity, and long-term growth.
• Carry out responsibilities in accordance with the organization's policies and applicable laws and regulations.
• Comply and adhere to all internal and business partner policies and regulations with all governing oversight authorities (e.g., AZ CLDP Program, NCUA, AZDFI).
• Ensure procedures, product offerings, partnerships, and internal controls are compliant with applicable laws and regulations and corporate policies.
• Perform other job-related duties as assigned.

Requirements

• Bachelor's degree in Finance, Business, or related field preferred; or equivalent combination of education and industry and leadership experience required.
• 4+ years of experience in Legal Document Preparation, Estate Planning, Leadership, and/or Wealth Management required.
• 2+ years of successful record leading and coaching required.
• Sales skills required.
• Leadership skills to drive sales performance required.
• Customer service skills required.
• Demonstrated problem-solving and analytical skills required.
• Demonstrated project management skills required.
• Strong verbal and written communication skills required.
• Certified Legal Document Preparer license and maintaining certificate in good standing through the Arizona Supreme Court (within 2 years of hire) required.
• Valid Arizona driver license. Motor vehicle record will be screened and the incumbent must meet Company guidelines required.