Branch Leader: Grow a High-Impact Sales Team

Soteria Reinsurance Ltd.; Katy (TX); On-site; USD 120,000 - 160,000; Full time

Job summary

Fidelity is seeking a Branch Leader in Katy, TX to guide a team of sales and service associates, partnering with senior management to prepare future branch leaders. You will drive revenue growth, ensure compliance, and develop talent within a dynamic, onsite-first environment.

The role requires five or more years of financial sales experience, 3+ years in management, and FINRA licenses (7/66 or 63/65 with 9/10 to be obtained). A strong client-focus and leadership mindset are essential.

Qualifications

• Minimum five years in financial sales roles.
• Three+ years of management within financial services preferred.
• Series 7 and 66 or 63/65 required; Series 9/10 to be acquired on hire.
• Strong relationship management and understanding of financial services.

Responsibilities

• Lead a team of sales and service associates to drive revenue and customer happiness.
• Coordinate branch operations, ensuring regulatory compliance and issue resolution.
• Support hiring, development, and mentoring of associates to achieve targets.
• Develop local marketing, client seminars, and appreciation events to grow the branch.

Skills

Financial sales

Team leadership

Regulatory compliance

FINRA Series 7/66/63/65/9/10

Job description

Fidelity is seeking a Branch Leader in Katy, TX to guide a team of sales and service associates, partnering with senior management to prepare future branch leaders. You will drive revenue growth, ensure compliance, and develop talent within a dynamic, onsite-first environment.

The role requires five or more years of financial sales experience, 3+ years in management, and FINRA licenses (7/66 or 63/65 with 9/10 to be obtained). A strong client-focus and leadership mindset are essential.