Wealth Enhancement Group · 12 hours ago

Director, Central Advisor Team Sales Management

United States

Full-time

Remote

Director/Executive

$120K/yr - $150K/yr

10+ years exp

Maximize your interview chances

Financial ServicesRisk Management

Insider Connection @Wealth Enhancement Group

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Lead, mentor, and inspire a high-performing advisor team, providing guidance, coaching, and professional development opportunities to maximize individual and collective success.

Manage a team of Advisors to achieve target sales results.

Hold periodic team meetings and 1-1’s to discuss best practices and provide ongoing oversight and insights to the team.

Regularly shadow in person and virtual meetings held by the Advisors or RVPs with custodial partners (branch meetings/client events) and referred individual investors throughout the sales process to provide ongoing, direct feedback.

Lead the onboarding process of new Advisor recruits.

Establish clear sales targets, metrics, and KPIs, and continuously monitor performance against goals, taking proactive measures to address any gaps or challenges.

Utilize data analytics and insights to inform decision-making, optimize sales processes, and drive continuous improvement across the sales organization.

Collaborate with cross-functional teams to build, evolve, and optimize sales processes, leveraging data-driven insights to streamline workflows, improve efficiency, and enhance the customer experience.

Develop and implement comprehensive sales strategies to drive revenue growth, expand market presence, and achieve business objectives.

Collaborate with Advisor Team to determine areas of inefficiency in their current approach.

Work cross-functionally with other internal leaders to overcome and address these challenges.

Represent Advisors needs and share team perspective among the broader growth leadership team.

Collaborate closely with Partner Program leadership and Service team to drive to drive sales and service results.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial Services salesSales leadershipData analyticsMicrosoft Office SuiteSalesforceFINRA Series 65FINRA Series 63FINRA Series 66CFP® certificationStrategic planningMentoring