The Director is responsible to manage and grow Everence’s presence in the market so that individuals, congregations and organizations have increased opportunities to integrate their faith with their financial decisions.
Responsibilities and duties
- Align market activities with Everence’s mission, priorities, and strategic plan:
- Implement strategies to deepen client/member relationships (as examples: use of “the Vine” and unique approach to financial planning, meeting service standards, and participation in integrated campaigns).
- Oversee sales activities aligned with Everence’s plans and processes.
- Implement strategies to meet sales and financial metrics.
- Increase membership and meet member needs through the work of the market team:
- By identifying genuine needs of individuals, congregations and organizations and delivering a full range of Everence endorsed solutions (products and services).
- By active involvement in key market relationships (prospect, client and donor). Personal production expectations for the Director will vary with market circumstances.
- Develop market staff:
- Lead in recruiting sales staff for the market by proactive identification of candidates and development of relationships with potential hires.
- Develop market staff (including proactive involvement in advisor onboarding and coaching/mentoring processes, and participation in joint calls to solidify relationships and to assess effectiveness).
- Build a cohesive team in order to serve clients/members with excellence and to provide continuity of relationships during transitions.
Collaborations (Joint Responsibilities)
- With Human Resources to recruit and onboard Everence sales staff.
- With Marketing to develop and implement an annual marketing plan that integrates consistent national components with appropriate market touches.
- With line of business management to establish sales and revenue goals, and to obtain input for performance reviews.
- With Accounting to develop annual budgets for the market.
- With Legal and Compliance to ensure that all matters are handled consistent regulations and with Everence policies and procedures.
- By providing input into Everence strategies and processes through participation in assigned work teams.
- By consistently utilizing Everence resources such as CRM, other IT resources, and national specialists to maximize customer experiences and to increase efficiency, systemization and productivity.
- With the Sales and Contact Center to efficiently utilize capacity to serve the broad market in a sustainable way.
- An undergraduate degree or equivalent experience, MBA or advanced degree preferred.
- A willingness to obtain appropriate industry designations.
Skills and Abilities
- A commitment to Anabaptism and the practice of biblical stewardship, including membership and active participation in an Anabaptist congregation.
- Proven sales and management experience (preferably in the distribution of financial services).
- Results oriented with the ability establish goals, clarify priorities and build accountability.
- Strong administrative and organizational skills.
- Strong interpersonal skills, with the ability to supervise and motivate others.
- High skill levels in both verbal and written communication.
- An understanding of charitable, banking, investment and insurance products.
Supervisory responsibilities: All staff assigned to the market team (excluding Everence Financial Credit Union staff, if applicable).
Schedule: Full time
Location: North Newton, Kansas office