Leads, recruits, and develops a team of financial advisors to achieve sales targets. Drives business growth through strategic planning, coaching, and performance management. Builds a strong pipeline, ensures consistent production, and delivers excellent client service. Fosters a high-performing, motivated team culture while expanding market reach.

Responsibilities

Key Responsibilities

• Recruit, train, and develop financial advisors
• Drive team sales performance and hit targets
• Coach and mentor for productivity and growth
• Build and maintain a strong sales pipeline
• Conduct regular meetings, trainings, and performance reviews
• Expand client base through networking and referrals
• Ensure excellent customer service and compliance

Job Requirements

• Bachelor’s degree (any field) or equivalent experience
• Proven experience in sales, leadership, or management
• Strong communication, coaching, and interpersonal skills
• Ability to recruit, train, and lead a team
• Goal-driven with strong leadership and entrepreneurial mindset
• Willing to work in a performance-based environment
• Background in insurance or financial services is an advantage
• Must own a laptop or tablet
• Preferably with a car