ABDG Regional Sales Manager - AAG South
Core
Coach and support financial advisors to grow their businesses through net client acquisition, net flows, and practice management.
Role type
Regional Sales Manager (Financial Services)
Builds
Advisor growth and business performance
Domain
Financial Services / Wealth Management
Required skills
Coaching, data analysis, business planning, training delivery, behavior change influence, cohort management, technical learning lab development, subject matter expertise, travel management
Preferred skills
Financial services industry experience, sales/marketing experience, financial planning principles knowledge, advisor practice management systems knowledge
Technologies
Teams, calls, chats, financial planning tools, practice management systems
Responsibilities
Provide proactive support to advisors on growth topics; Build cohorts of advisors focused on growth; Engage advisors in growth coaching via business planning; Develop technical learning labs on growth topics; Travel with Field Leaders to territories and national functions
Seniority
Mid-level, hands-on IC