Sales Leader
Core
Lead a telephone-based wealth sales team to retain and consolidate assets, identify financial solutions, and deliver exceptional member experiences.
Role type
Senior sales team leader (wealth management)
Builds
Sales pipelines, client retention strategies, and team performance outcomes
Domain
Financial services / Wealth management
Required skills
Team leadership, coaching, performance management, sales strategy, stakeholder collaboration, recruitment, process improvement
Preferred skills
Investment/retirement product knowledge, financial planning designations, bilingualism (English/French)
Technologies
Salesforce, reporting tools
Responsibilities
Coach and develop Licensed Financial Consultants to achieve sales and service objectives; Monitor pipelines and conversion results to drive growth; Partner with stakeholders to execute strategic sales initiatives; Oversee inbound call demand and staffing; Recruit and onboard high-calibre sales professionals; Use Salesforce to monitor activity and business outcomes.
Seniority
Senior, hands-on IC