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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong leadership in managing a team of licensed advisors, driving revenue growth, and enhancing client satisfaction through consultative sales and training. Possesses expertise in financial planning, investment products, and regulatory compliance across all 50 states.
Highest-signal resume keywords
Team LeadershipConsultative Sales SkillsFinancial Planning ExperiencePerformance ManagementRegulatory Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningInvestment ProductsInsurance ProductsConsultative Sales ModelsPerformance ManagementProcess ImprovementTeam CoachingSalesforceMoney Guide ProVirtual Sales
Soft Skills
Strong CommunicationOrganizational SkillsClient-Centric Approach
Certifications & Qualifications
FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66Life Insurance LicenseHealth Insurance LicenseCFP®ChFCCLU
Industry Keywords
Securities LicensingInsurance LicensingConsultative SalesHigh-Growth EnvironmentTeam Performance
About the role
Key responsibilities & impact- Lead a team of 10–15 nationally licensed advisors serving clients in all 50 states through phone, screen share, and video
- Manage performance and sales results across the business, team, and advisors
- Drive team revenue of $1.5M+ annually
- Retain and engage a combined 800,000 clients
- Deliver regular daily and weekly team-based and individual coaching
- Cultivate consultative sales skills and advice-based recommendations
- Conduct interviews and make talent selections based on attrition and future growth requirements
- Provide onboarding and training to support speed to productivity and skill development
- Collaborate with internal centers of excellence to provide training and resources
- Build a culture centered on the organization’s mission, vision, values, and culture
- Demonstrate expertise through case work and occasionally join client calls to support the team
- Partner with the sales director on quarterly business planning and performance expectations
- Contribute to information, decision-making, and operations aligned with budgetary decisions
- Address working standards, process improvement, employee performance, client service, channel conflict, ease of doing business, and regulatory requirements
- Identify process improvements and training, technology, or other changes to improve client satisfaction
- Communicate decisions, requests, and information to financial representatives and field leaders
Requirements
What you’ll need- College degree in business, management, related business field, or equivalent experience
- Prior experience as a financial advisor
- FINRA Series 7, 63/65 or 66 and Life/Health Insurance licenses highly desired and must be obtained within 120 days of hire/transfer
- Must be eligible to be Securities and Insurance licensed in all 50 states and the District of Columbia
- Previous experience in financial planning, investment products, and insurance products
- Prior training and experience with consultative, needs-based sales models (Integrity Selling or similar)
- Experience leading change in a fast-paced, high-growth environment
- Prior experience working in a team setting to achieve results
- 5+ years’ experience leading a team of 8 or more direct reports highly desired
- Salesforce experience preferred
- Money Guide Pro or other planning tool experience preferred
- Experience working in virtual sales preferred
- Advanced Designation (CFP®, ChFC, or CLU) desired
- Strong communication, organization, and client-centric skills
- Must be eligible to work in all 50 states and the District of Columbia as a securities and insurance licensee
Benefits
Comp & perks- Various bonuses, including annual or long-term incentives
- Medical, dental, and vision insurance
- Health savings account
- Flexible spending account
- 401(k)
- Pension
- Life and accidental death and dismemberment insurance
- Disability insurance
- Supplemental protection insurance
- 20 days of Paid Time Off each year
- Sick and Safe Time
- 10 paid company holidays
- Volunteer Time Off
- Paid parental leave
- Employee Assistance Program (EAP)
- Well-being benefits