Advisor Team Leader, Central Territory (Remote Options)

TruStage Insurance Agency LLC; Dallas (TX); Hybrid; USD 82,500 - 137,500; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401k plan

Tuition reimbursement

Paid time off

Job summary

A leading financial services provider is seeking an Advisor Manager for the Central Territory. This role focuses on leading and coaching advisors, achieving sales and recruiting goals, and nurturing relationships with credit unions. The ideal candidate will have significant experience in financial services, strong leadership skills, and a track record of integrity. The position offers a competitive salary range of $82,500 - $137,500, along with a comprehensive benefits package to support work-life balance.

Qualifications

• 7 years’ experience in the financial services industry is required.
• Proven skills in leadership, communication, and strategy execution.
• Flexibility for travel up to 75%.

Responsibilities

• Manage overall Advisor Team productivity to sales goals.
• Coach advisors on building relationships within credit union programs.
• Direct the sales activities of assigned managed advisors.

Skills

Leadership

Communication

Presentation

Relationship building

Business acumen

Education

7 years in financial services

FINRA licenses (Series 7, 63, 65 or 66, 24)

Life/Health/Variable Insurance Licenses

Job description

A leading financial services provider is seeking an Advisor Manager for the Central Territory. This role focuses on leading and coaching advisors, achieving sales and recruiting goals, and nurturing relationships with credit unions. The ideal candidate will have significant experience in financial services, strong leadership skills, and a track record of integrity. The position offers a competitive salary range of $82,500 - $137,500, along with a comprehensive benefits package to support work-life balance.