Lead Financial Advisor & Team Growth Coach

Professions Inc; Madison (WI); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services organization is seeking a Sales Manager to coach and develop a team of bankers. You will be accountable for achieving sales goals and building strong client relationships. Ideal candidates will have prior brokerage industry experience, hold necessary licenses, and have proven coaching and communication skills. Located in Madison, Wisconsin, this role offers a dynamic environment focused on client success and team development.

Qualifications

• Prior Brokerage Industry Experience is required.
• Must hold Series 7, 66 or 63 and 65 licenses.
• Demonstrated ability to simplify financial concepts.
• Proven experience in building strong client relationships.

Responsibilities

• Achieve sales goals while serving clients' interests.
• Conduct coaching sessions with retail bank employees.
• Manage daily client needs and prioritize tasks.
• Develop client meetings to review accounts and close sales.

Skills

Brokerage Industry Experience

Sales Motivation

Coaching Skills

Communication of Financial Concepts

Relationship Building

Sales Presentation Skills

Education

Series 7 and 66 licenses

State Insurance Licenses

Job description

A leading financial services organization is seeking a Sales Manager to coach and develop a team of bankers. You will be accountable for achieving sales goals and building strong client relationships. Ideal candidates will have prior brokerage industry experience, hold necessary licenses, and have proven coaching and communication skills. Located in Madison, Wisconsin, this role offers a dynamic environment focused on client success and team development.