Manages a small to medium-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services
Job Summary
Manages a small to medium-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services.
Communicates the local action plan and motivates people to achieve local business goals while aligning with the broader organization's mission and vision.
Provides coaching to team members to develop their skills and assists with internal communications to build strong external customer relationships.
Matching Summary
Manages a small to medium-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services.