Financial Consultant Manager

CURIMAN BROKERS GROUP CORP is looking for a full-time Financial Consultant Manager to join our team.

Duties include:

  • Drive initiatives to strengthen the company’s market position within the Hispanic community by
  • identifying growth opportunities and tailoring product offerings.
  • Work closely with the marketing team to develop digital marketing strategies, social media engagement,
  • and outreach efforts targeted at financial professionals.
  • Monitor market trends and competitors to stay ahead in the industry and refine sales strategies accordingly.
  • Make bids and offers to sell financial products, including life insurance, annuities, and retirement accounts,
  • to financial professionals who will sell them to the end-user.
  • Set sales targets and oversee the sales process to ensure business goals are met or exceeded.
  • Collaborate with sales teams to drive growth in policyholder acquisition and expand product penetration in
  • the market.
  • Provide financial professionals with insights on industry trends, pricing fluctuations, and competitive
  • dynamics affecting life insurance and financial services.
  • Oversee the creation and implementation of comprehensive training programs for financial professionals,
  • brokers, and independent agents.
  • Promote continuous learning and development to improve sales effectiveness, customer service, and
  • compliance.
  • Train and mentor financial advisors and insurance agents on effectively presenting and selling financial
  • products.
  • Supervise the case management team to ensure timely and efficient processing of insurance applications
  • and claims.
  • Optimize case management workflows to increase productivity and customer satisfaction.
  • Address any electronic funds transfer (EFT) issues promptly, ensuring that customer payment processes
  • remain seamless and efficient.
  • Ensure compliance with industry regulations and organizational standards by overseeing the contracting
  • process for agents and brokers.
  • Review financial securities and insurance product offerings for accuracy and regulatory adherence.
  • Manage commission structures to ensure they are competitive, fair, and motivating for agents and partners.
  • Work closely with the finance department to ensure the company meets its financial targets.
  • Monitor and evaluate organizational performance, ensuring all departments meet their targets.
  • Oversee staffing and talent acquisition processes to attract top-tier candidates.
  • Ensure that all departments are adequately staffed and equipped to meet the organization’s goals.

Requirements

Must have bachelor’s degree in Finance or foreign equivalent; Texas General Lines Agent License; five (5) years of progressively responsible experience recruiting and training life insurance agents; must speak Spanish.

Location of Employment

CURIMAN BROKERS GROUP CORP
2030 North Loop West, Suite 255, Houston, Texas 77018

Send resume to areyes@curimanbrokers.com to apply.

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