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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 while driving sales performance and client engagement. Possesses expertise in consultative sales, financial planning, and regulatory compliance across multiple states.
Highest-signal resume keywords
Team LeadershipConsultative Sales SkillsFINRA Series 7, 63/65 or 66Financial Planning ExperienceSalesforce Experience
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 ManagementSales Process ImprovementTraining and DevelopmentClient Satisfaction ImprovementBudgetary Decision-MakingRegulatory Compliance
Soft Skills
Great Communication SkillsEmpatheticOutgoingPositiveStrong Organization Skills
Tools & Technologies
SalesforceMoney Guide ProVirtual Sales Platforms
Certifications & Qualifications
FINRA Series 6 and 7Life/Health Insurance LicensesCFP®ChFCCLU
Industry Keywords
Financial AdvisoryClient EngagementSales LeadershipTeam PerformanceConsultative Sales
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
- Collaborate with broader sales leadership to deliver a consistent client experience and core expectations
- Retain and engage a combined 800k clients
- Deliver team-based and individual coaching daily and weekly
- Cultivate consultative sales skills and advice-based recommendations
- Conduct interviews and make talent selections based on attrition and future growth
- Provide onboarding and training to support speed to productivity and skill development
- Collaborate with internal centers of excellence to provide training and resources
- Build and foster a culture centered around organizational culture, mission, vision, and values
- Demonstrate knowledge and skills 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 sales process improvements and required training, technology, or other changes to improve client satisfaction
- Communicate decisions, requests, and information to FRs and field leaders using multiple information systems and departments
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
- 5+ years’ experience leading a team of 8 or more direct reports highly desired
- 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
- Belief in organization’s core values and mission
- Driven and results oriented
- Client-centric
- Great communication skills
- Outgoing, positive, and energetic
- Empathetic
- Strong organization skills
- Advanced Designation (CFP® or ChFC, or CLU) desired
- Salesforce experience
- Money Guide Pro (or other planning tool) experience
- Experience working in virtual sales
- FINRA Series 6 and 7 required or obtained within 120 days of hire/transfer due to potential to design and develop training content as well as oversee training delivery related to insurance, annuities, mutual funds, brokerage and banking
Benefits
Comp & perks- Various bonuses, including annual or long-term incentives
- Medical, dental, and vision insurance
- Health savings account
- Flexible spending account
- 401k
- 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
- EAP
- Well-being benefits
- Other employee benefits