Wealth Enhancement Group · 1 day ago
Growth & Practice Consultant (Remote Work Option)
United States
Full-time
Remote
Senior Level, Lead/Staff
$125K/yr - $150K/yr
10+ years exp
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Responsibilities
On an annual basis, sit down with target teams to determine team-level organic growth target for the year & align these with firm-level organic growth targets.
Working with team leads and any other key stakeholders within each team, lay out a strategic plan to achieve growth targets annually.
Work with team lead regularly to ensure progress is being made towards achieving their Growth Plan.
Work with individual advisors on their areas of weakness to strengthen.
Coach advisors to utilize WEG-defined sales process and best practices.
Shadow & provide immediate feedback on live client/prospect meetings.
Prep with advisors prior to meetings so advisor goes in with a set game plan, has anticipated objections and knows how to tackle said objections prior to sales meetings with prospects.
Coach advisors on how to generate more and better referrals from existing client base.
Develop deep knowledge of WEG central solutions provided by the planning, product and investment teams.
Help educate advisors on how to utilize a variety of solutions to drive growth through both expanding wallet share with existing clients and attracting new clients.
Utilize advisor level and team level data to provide coaching and consulting services to teams.
Work with data resources on team to support qualitative insights made by the consultant with quantitative information to strengthen coaching and suggestions.
Stay abreast of industry trends around organic growth.
Work to identify emerging trends, untapped opportunities and competitive threats within the market and utilize these to drive behavior change for our advisor community.
Qualification
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Required
Bachelor's Degree in business; finance, economics or related
Minimum 10 years in Financial Services
Minimum 5 years in a Sales Leadership or Sales Consulting 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 group
Superior verbal and written communication skills.
Proficient with Microsoft Office Suite or related software.
Familiarity with Salesforce and Support Org functionality
Preferred
Previous experience as a financial advisor strongly preferred
FINRA Series 7 & 66 & 24 preferred
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
Company
Wealth Enhancement Group
Wealth Enhancement Group offers customized financial planning and investment management services.
501-1,000 employees
Funding
Current Stage
Late StageTotal Funding
$2.51MKey Investors
Onex
2022-02-24Undisclosed· $0.74M
2022-01-12Undisclosed· $0.2M
2021-08-24Private Equity· undefined
Leadership Team
Kelly Windorski
Chief Financial Officer
Terri Kallsen
Chief Operating Officer
Recent News
2024-05-31
2024-05-04
Coverager - Insurance news and insights
2023-12-23
Company data provided by crunchbase
