• Responsible for team revenue of $1.5M+ 

• Accountable for the retention and engagement of a combined 800k clients. 

• Lead and delivers team-based and individual coaching regularly, on daily and weekly basis, to cultivate strong consultative sales skills, deliver advice-based recommendations, and foster professional development and career growth. 

• Responsible for conducting interviews and making talent selections based on attrition and future growth requirements. 

• Provides onboarding and training that ensures strong speed to productivity and skill set development. 

• Collaborates with the internal centers of excellence to ensure team members receive the training and resources necessary for succeed, all while building self-sufficiency. 

• Build and foster a culture centered around the organization’s culture, mission, vision and values. 

• Willingness and ability to lead from the front – i.e., demonstrating knowledge and skills through case work and occasionally joining client calls to support your team. 

• Partner with sales director to conduct quarterly business planning and manage performance expectations. 

• Responsible for contributing to information needed, decision making, and to operating in line with budgetary decisions.    

Describe below the audience this role will interact with and level of influence they will have on those roles.   

This position must understand customer needs, the organization’s member philosophy, and service standards to effectively lead the team to provide a consistent and positive client experience.  They will regularly need to address working standards, process improvement, and employee performance as it relates to ease of doing business, channel conflict, client service, and regulatory requirements.    

This position must understand sales process and fundamental elements of the sale to identify process improvement and appropriate training, technological, or other changes required to improve client satisfaction.  Necessary improvements can take hours or months and may require legal, field supervision, compliance, processing, and other department involvement and engagement. 

This position is regularly tasked with communicating decisions, requests, and information to FRs and field leaders.  This may require actively engaging multiple information systems and departments for background before formulating a response.  Such work requires response within hours or days. 

Required: 

• College degree in business, management, related business field, or equivalent experience. 

• Prior experience as a financial advisor. 

• Possession of a FINRA Series 7, 63/65 or 66 and Life/Health Insurance licenses is highly desired. and must be obtained within 120 days of hire/transfer. 

• 5+ years’ experience of leading a team of 8 or more direct reports is highly desired. 

• Must be eligible to be Securities and Insurance licensed in all 50 states and the District of Columbia 

• Previous experience in financial planning, investment products, and insurance products. 

• Prior training and experience with consultative, needs-based sales models (Integrity Selling or similar) 

• Experience leading change in a fast-paced, high-growth environment. 

• Prior experience working in a team setting to achieve results. 

• Belief in organization’s core values and mission. 

• Driven and results oriented. 

• Client-centric. 

• Great communication skills. 

• Outgoing, positive, and energetic. 

• Empathetic. 

• Strong organization skills. 

Preferred:   

• Advanced Designation (CFP® or ChFC, or CLU) is desired.  

• Salesforce experience 

• Money Guide Pro (or other planning tool) experience 

• Experience working in virtual sales