Wealth Sales Coach
Core
Lead and manage a team of Wealth Advisors, providing coaching on sales techniques, business development, and client relationship strategies to maximize performance and drive revenue growth.
Role type
Senior IC Wealth Sales Coach / Team Lead
Builds
Sales performance, client relationships, and revenue growth for the organization
Domain
Financial Services / Wealth Management
Required skills
Team leadership, sales coaching, business development, client relationship management, market trend analysis, sales forecasting, strategic planning
Preferred skills
Servant leadership mindset, community engagement, professional networking
Technologies
Microsoft Office Suite
Responsibilities
Lead and manage a team of Wealth Advisors; Identify and pursue new business opportunities; Prepare and present sales performance updates and forecasts to regional leadership; Achieve and exceed local sales targets; Actively participate in community and professional networks