The role involves inspiring a team of financial professionals to provide investment guidance and support to clients while increasing branch revenue
Job Summary
The role involves inspiring a team of financial professionals to provide investment guidance and support to clients while increasing branch revenue.
Responsibilities include sales coaching, performance management, training delivery, and implementing large-scale tactical sales strategies.
The company offers a competitive benefits package including a 401(k) match, paid sabbatical after five years, and tuition reimbursement.
Matching Summary
The role involves inspiring a team of financial professionals to provide investment guidance and support to clients while increasing branch revenue.
Salary
Base: $156,000.00 - $200,000.00 per year; Bonus/Equity: Eligible for bonus or incentive opportunities; Benefits: Competitive package with 401(k) match and stock purchase plan
Skills & Requirements
Must-have
Active Series 7 license required
Series 66 or 63/65 license required
Series 9/10 license required
Life and Health Insurance license
4+ years financial sales leadership experience
Nice-to-have
Strong leadership and motivational skills
Desire to lead with passion for sales
Deep commitment to client service
Excellent communication skills
Track record of sales success
Key Requirements
Bachelor's degree or equivalent work-related experience