About this role
Senior Sales Manager, Wealth Management at SAFE Credit Union. Location: Folsom, California, United States. Role: coaching staff, training advisors, managing sales Requirements: Bachelor's degree or 5+ years related experience; securities Series licenses (7,24,66 or 63 & 65); California life insurance and variable annuity credentials; credit union sales management experience; advanced Microsoft Office and CRM skills. Category: Sales Seniority: Senior Level Tools: Salesforce, Advisys, Riskalyze, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook Certifications: series 7, series 24, series 66, series 63, series 65, california life insurance, variable annuity Commitment: Full Time Workplace: Hybrid Languages: English