VP, Advisor Development & Talent Growth

The Well; United States; On-site; USD 110,000 - 150,000; Full time

Job summary

The Well is hiring a VP, Associate Advisor Development to lead a team of Associate Advisors across multiple advisor groups in the United States, coaching them through a clear accountability progression, from freeing up a Selling Advisor to bringing in new assets from existing clients.

You will build individualized development plans, run 1:1s, create paths toward producing/advisor roles, coach case design and prep, and partner with Selling VPs to align coaching with each team's goals.

Qualifications

• 3+ years leading W-2 Financial Advisors
• Series 65 and Life & Health licenses
• Fixed Index Annuity experience
• Experience developing a “case for change”
• Experience working within advisor teams (Sales Lead / Service Advisor)

Responsibilities

• Lead and coach a team of Associate Advisors across multiple advisor teams
• Build individualized development plans and run 1:1s
• Create clear paths toward producing/advisor roles
• Coach case design and case prep
• Partner with Selling VPs and the VP of Sales to align coaching with team goals
• Support internal growth and accountability throughout the advisor development program

Skills

Team leadership

Executive coaching

Case design

Sales/Advisor development

Education

Series 65 license

Life & Health licenses

Tools

Schwab

MGP Elite

Nitrogen

BlackRock 360

Job description

The Well is hiring a VP, Associate Advisor Development to lead a team of Associate Advisors across multiple advisor groups in the United States, coaching them through a clear accountability progression, from freeing up a Selling Advisor to bringing in new assets from existing clients.

You will build individualized development plans, run 1:1s, create paths toward producing/advisor roles, coach case design and prep, and partner with Selling VPs to align coaching with each team's goals.