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Benefits offered by this job
Market competitive compensation
Medical, dental, and vision insurance
401(k) plan with company match
Wellness Programs
Tuition Assistance
Employee Stock Purchase Plan
Job summary
A financial services organization seeks a Regional Director in Orlando, Florida to lead sales teams, drive market growth, and engage clients in holistic financial planning. The role requires a Bachelor's degree and a strong background in recruiting and coaching financial advisors. This position offers competitive compensation, comprehensive benefits, and opportunities for professional development.
Qualifications
Minimum 5 years of proven track record in financial services coaching.
Proven track record of delivering sales team results.
Industry designations such as CFP, ChFC, or CLU preferred.
Responsibilities
Market growth through recruitment and retention of financial professionals.
Support financial professionals to maximize productivity.
Engage clients in holistic financial planning.
Skills
Recruiting experienced financial advisors
Coaching and motivating sales teams
Holistic financial planning
Relationship-based advice process
Education
Bachelor’s degree from an accredited college or university
Tools
Series 7
Series 63 & 65 or 66
Life/Health insurance license
P&C License
Job description
A financial services organization seeks a Regional Director in Orlando, Florida to lead sales teams, drive market growth, and engage clients in holistic financial planning. The role requires a Bachelor's degree and a strong background in recruiting and coaching financial advisors. This position offers competitive compensation, comprehensive benefits, and opportunities for professional development.