Agency Growth & Coaching Leader

Western & Southern Financial Group; Shelby (NC); On-site; USD 70,000 - 90,000; Full time

Job summary

Western & Southern Financial Group seeks a motivated individual to lead and train Financial Representatives in Shelby, NC. The ideal candidate will possess a strong background in sales and marketing within the financial services industry, along with proven coaching capabilities.

Responsibilities include ensuring adherence to the W&S Sales Process, developing training programs, and driving sales outcomes through strategic guidance. A minimum of 7 years in a relevant position and strong organizational skills are essential for success.

Qualifications

• 7+ years of experience in sales, marketing, or coaching within the financial services industry.
• Experience in effective recruitment and development of financial representatives.

Responsibilities

• Provide training and direction to Financial Representatives.
• Ensure effective execution of the Agency System.
• Manage and develop a comprehensive onboarding program for new associates.
• Promote and drive sales strategies to meet production goals.

Skills

Sales and marketing expertise

Coaching and training abilities

Strong business acumen

Networking skills

Education

High school diploma or equivalent

College degree

Tools

Word processing applications

Spreadsheet applications

Email applications

Job description

Western & Southern Financial Group seeks a motivated individual to lead and train Financial Representatives in Shelby, NC. The ideal candidate will possess a strong background in sales and marketing within the financial services industry, along with proven coaching capabilities.

Responsibilities include ensuring adherence to the W&S Sales Process, developing training programs, and driving sales outcomes through strategic guidance. A minimum of 7 years in a relevant position and strong organizational skills are essential for success.