Description
The role leads and manages a team of Financial Advisors and Associate Financial Advisors, coaching and developing them while achieving investment product sales goals for advisory, recurring revenue, and net new assets. Responsibilities include training advisors on relationship selling and holistic financial planning, developing individual business plans, coordinating sales appointments, partnering with branch personnel, and mentoring the team on broker-dealer sales and operations. The position requires at least five years of direct selling experience in securities or insurance and five years of experience hiring and managing sales teams, along with life and health licenses, SIE, Series 7, and Series 66 registrations.
