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
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Operational oversight, training & development, project leadership, team coordination, workflow management, Salesforce proficiency
Preferred skills
Mentoring, Series 7 license, Series 63 license
Responsibilities
Ensure timely and accurate handling of advisor inquiries, lead onboarding and ongoing training, drive execution of key projects and process improvements, align team priorities and manage coverage, act as backup to the ASC Manager for hiring and development
Seniority
Mid-level, hands-on IC with leadership responsibilities
