Regional Sales Mgr, BOKF Advisors

Req ID: 75177

Location: Richardson -RCHRD

Areas of Interest: Financial Advisor; Wealth Management

Pay Transparency Salary Range: Not Available

Application Deadline: 09/30/2024

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

Bonus Type

Formula Based

Summary

BOK Financial is a company that values its talented employees and aims to create a culture where individuals can excel and grow their careers. This role is focused on managing the sales of financial alternative investments, developing business plans, and ensuring quality customer service. The company is committed to serving its clients, providing a positive work environment, and making a difference in the communities it serves, offering a great career opportunity for those passionate about innovation, growth, and teamwork.

Job Description

The Regional Sales Manager, BOK Financial Advisors is primarily responsible for managing the sales of financial investments; develops and monitors the business plans of the financial consultants within the region; focuses on branch integration sales skills, product knowledge, and quality customer service of a decentralized sales force.

Team Culture

Our team culture fuels our entrepreneurial spirit, enabling us to serve as trusted advisors for our clients and make informed decisions. We value a strong work ethic, inclusivity, respect, open communication, and personal accountability, striving for excellence in all we do. Recognizing each other's unique strengths, we aim for the right mix of competencies to maximize our team dynamic.

How You'll Spend Your Time

• You will oversee team operations, prioritize tasks, manage recruitment, and handle personnel development and actions.
• You will devise a strategic plan encompassing business growth targets and sales objectives.
• You will evaluate program efficacy, suggest policy and procedure modifications to achieve objectives, and draft proposals for new policies and procedures.
• You will spearhead branch integration to foster a conducive environment for financial consultants and branch personnel, overseeing regional referral training for all branch employees, including District and Branch Managers.
• You will offer a wide range of securities products and train financial consultants on their implementation.
• You will deliver continuous sales training to financial consultants, prepare materials for sales meetings, and foster staff involvement to boost sales.
• You will enable idea exchange, share sales achievements and challenges of production and branch integration in a dispersed sales team.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's degree and 5-7 years of experience in financial consulting and 1-2 years of sales management experience or equivalent work related experience of 11-13 years.

• Excellent knowledge of brokerage products and services
• Thorough knowledge of securities trading, information systems, and regulatory guidelines
• Excellent customer service attitude and skills
• Series 7, 24, 66 NASD Securities License
• Life Insurance and Variable Annuity License
• Advanced knowledge of primary investment markets
• Advanced knowledge of taxable and tax-free bond sales
• Excellent negotiating skills
• Excellent communication skills and ability to prepare and deliver persuasive oral and written reports and presentations

Advertising Source

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!

The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions.

Richardson, TX, US, 75080
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