Sales Support Team Lead
Core
Provide on-team leadership to enhance the efficiency, consistency, and scalability of the Advisor Support Team (AST) by overseeing workflows, training, and operational coordination.
Role type
Senior IC team lead (sales support/operations)
Builds
Advisor support workflows and team performance
Domain
Insurance / Client Service Operations
Deliverable
dashboards & analysis
Required skills
Operational oversight, Training & development, Project leadership, Team coordination, Leadership support, Salesforce proficiency
Preferred skills
Mentoring experience, Series 7 license, Series 63 license