Regional Licensed Platform Sales Manager

About the role

Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. This position supports the success of the Licensed Platform Sales Program by leading the integration of platform associates, partnering with sales executives on revenue-generating strategies, and building strong partnerships across the regional bank and with corporate partners.

Responsibilities

• Program Management: Facilitate the success of the Bank's licensed associate programs. Integrate associate placement and coverage, advise on additional coverage needs, and assist leadership in tracking performance trends of individual contributors and sales teams. Achieve regional sales objectives and partnership goals while ensuring compliance with all applicable policies and procedures.
• Sales Coaching: Ensure licensed associates and their teams have the training, development, and resources needed to increase profitability and production. Coach on methods of holistic discovery to identify client needs and offer financial solutions. Provide one-on-one mentorship and performance assessments for associates.
• Relationship Development: Build strong relationships with leaders, associates, and lines of business. Facilitate productive partnerships between retail, business banking, and corporate partners. Leverage relationships to influence performance and educate on best practices.
• Reporting: Ensure sales leaders receive clear, effective communication on program results and associate activities. Report on sales performance, trends, and other metrics to facilitate targeted business strategies.

Qualifications

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

Benefits

Benefits are an integral part of total rewards, and First Citizens Bank is committed to providing a competitive, thoughtfully designed, and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.