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SageSpring Wealth Partners · 11 hours ago

Advisor Sales Success Manager

Franklin, TN

Full-time

Hybrid

Senior Level

7+ years exp

SageSpring Wealth Partners is seeking a dynamic, proven sales professional for its newly created role of Advisor Sales Success Manager. This role focuses on leading financial sales teams and advancing advisors through defined phases of growth while ensuring consistent revenue growth and advisor engagement.

Financial ServicesRetirementWealth Management

Responsibilities

Meet and/or exceed the sales performance goals on both a quarterly and annual basis across all facets of the SageSpring’s product and service platforms

Build a strong, motivated sales culture that supports advisor retention and firm-wide growth objectives

Elevate team performance through ongoing training, feedback, and performance management

Lead and manage Phase 1 & 2 advisors to the firm’s activity and production standards

Own and lead the mentees to the firm’s way throughout their mentorship

Improve visibility into the full sales funnel with clear reporting and performance metrics for data-driven decision-making

Maximize marketing ROI by ensuring every inbound, referral, and campaign lead is efficiently qualified and followed through

Remove obstacles and increase efficiency by acting as a concierge and centralizing problem-solving and communication, reducing escalations to leadership and accelerating resolution of advisor and team issues

Improve firm alignment and communication by serving as the conduit for firm initiatives, ensuring advisors receive timely, clear information, and leadership receives meaningful feedback from the field

Elevate advisor experience and retention by providing high-touch support and consulting that deepens advisor engagement, satisfaction, and loyalty to the firm

Set sales support priorities/areas of focus for each year

Lead the team to achieve designated customer satisfaction goals

Ensure individual advisor and team growth objectives are met

Active participation in screening, interviewing, and hiring of advisors

Monitor advisors’ work through observing advisors in prospect and sales meetings, ongoing communication with advisors, and the capturing performance metrics

Display a sense of urgency and focus toward results delivery, asset growth, and retention

Set action plans to implement the vision and achieve company goals through challenging associate and team objectives

Adhere to all compliance/risk procedures, follow corporate and industry protocols, and act in a manner which protects the interests of the client and SageSpring at all times

Model and exhibit self-imposed high standards, integrity, and ethical behavior at all times

Make high quality decisions in a timely manner by ensuring the right people, methods, and information are utilized

Maintain a long-term perspective beyond the office and “day-to-day” that takes a longer-term, broader view of business decisions

Build positive relationships with peers, business partners, and colleagues; design and implement strategies to ensure the office works effectively as a team

Display awareness of personal development needs and accept and respond to feedback and coaching

Qualification

Sales management experienceFinancial technology knowledgeCRM systems proficiencyAdvisor performance managementTeam growth strategiesHigh integrityEthical standardsBachelor's degreeCFP designationCommunicationOrganizational skills

Required

7+ years of proven sales management experience required with a history of demonstrated growth and effectiveness

Experience managing advisors at varying strategies of growth, particularly senior wealth advisors

Strong knowledge of financial technology platforms, CRM systems, and custodial relationships

Exceptional organizational skills with attention to detail and accuracy

Ability to significantly grow a team of advisors, modifying procedures and managing staff as necessary

Excellent communication and collaboration skills to work effectively with internal and external stakeholders

High degree of personal integrity, honesty and ability to deal with confidential information on a daily basis – including any information team members share that should be considered confidential

Unimpeachable ethical standards with an innate ability to build trust

Polished, articulate, confident, and driven professional with the ability to work with like-minded professionals in a results-oriented, fast-paced and growing environment

Bachelor's degree required