Director - Central Advisor Team Sales Management

November 26

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

Financial Planning • Investment Management • Tax Strategies • Risk Management • Insurance

501 - 1000

💰 $736.3k Funding Round on 2022-02

Description

• Manage and lead Financial Advisors • Drive organic growth and client service • Establish processes and drive business results • Oversee all aspects of the sales function • Responsible for training, mentoring, and coaching advisors

Requirements

• Bachelor's degree in business; finance, economics or related • Minimum 10 years in Financial Services sales • Minimum 5 years in a sales leadership role • Proven ability to leverage data analytics and insights to enhance process & drive results • Strong leadership & team building skills with the ability to inspire and motivate a diverse team • Superior verbal and written communication skills • Proficient with Microsoft Office Suite or related software • Familiarity with Salesforce and support org functionality • FINRA Series 65, 63 or 66 • CFP® or other planning designation preferred

Benefits

• Training and professional development • Medical, dental and vision coverage • 401k – with match and profit sharing • Health care spending and savings accounts • Dependent care and transit spending accounts • Wellness programs and resources • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability – employer paid • Employee assistance plan • Accident and critical illness • Pet insurance • Identity theft • Paid Time Off • 12 paid holidays each year • Paid parental leave and paid caregiver leave • Tuition reimbursement