Details: ResponsibilitiesWorking closely with the Branch Manager, the Assistant Manager will be expected to demonstrate leadership and guidance to a team of Financial Consultants on a daily basis. As a licensed and knowledgeable manager, a complete understanding of the securities and banking industry is required. The principal challenge is to proactively assist the Potential Platinum FCs with sales coaching and professional development while consistently meeting / exceeding individual sales goals.This position has three main duties:First, is to manage an individual book of business and deliver on performance goals set.Second, is to assist the Branch Manager with setting sales strategy for the Potential Platinum FCs as well as assisting with coaching and development of the team.Third, is to assist the Branch Manager with the operations and compliance activities of the Potential Platinum team. Additional responsibilities will include, but are not limited to, reviewing FCs activities, monitoring and coaching employees on sales activities and skills, running team meetings, handling and resolving escalations, reviewing client correspondence, following-up on client service related items, approving outgoing correspondence and approving daily blotters.
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