Team Leader, Financial Advisors - Remote/Hybrid Growth

Global Sagacity Consulting Inc.; Washington (CA); On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

Leadership training

Advancement opportunities

Job summary

Global Sagacity Consulting Inc. is seeking an experienced Team Leader to grow our network of financial advisors in Bellevue, WA or remote in CA. You will recruit, coach, and develop advisors while expanding the team's market presence.

In this role you will set goals, track performance, lead trainings, and ensure licensing and regulatory compliance. A proven producer with leadership ability will excel in this high-impact position with leadership development opportunities.

Qualifications

• Active life and health insurance license in WA or CA – required.
• Experience in financial services, insurance, or retirement/estate planning – required.
• Experience leading a group of financial advisors – required.
• Existing client base or professional network – preferred.
• Bilingual English and Chinese (Mandarin or Cantonese), Korean, or Vietnamese – preferred.
• Bachelor's degree in a financial field such as Finance, Accounting, or Economics – preferred.
• Strong leadership, communication, and coaching skills.
• A track record of motivating others and building a positive team culture.
• Integrity and a client-first mindset.

Responsibilities

• Lead, coach, and support a team of financial advisors focused on life insurance, estate planning, and retirement solutions
• Recruit, interview, and onboard new advisors to grow the team
• Support advisors through every stage of the sales process, from prospecting and client meetings to closing and follow-up
• Set team goals, track performance, and provide regular feedback and development
• Run team meetings, trainings, and activities that keep advisors engaged and motivated
• Guide new advisors through the licensing process, product knowledge, and compliance
• Lead by example by maintaining your own client base and production
• Ensure the team follows all applicable state insurance regulations and company standards

Skills

Leadership

Communication

Coaching

Team building

Client relationship management

Bilingual capability (EN/Chinese or KR

Education

Bachelor's degree in Finance/Accounting/Economics

Job description

Global Sagacity Consulting Inc. is seeking an experienced Team Leader to grow our network of financial advisors in Bellevue, WA or remote in CA. You will recruit, coach, and develop advisors while expanding the team's market presence.

In this role you will set goals, track performance, lead trainings, and ensure licensing and regulatory compliance. A proven producer with leadership ability will excel in this high-impact position with leadership development opportunities.