Job Description
**What You'll Do**
This role blends internal sales execution with team leadership, serving as both a producing Wealth Sales Associate and the on-site SRR for a team of Wealth Sales & Service Associates. You’ll drive sales results while coaching and developing talent, strengthening advisor relationships, and supporting territory growth in partnership with external wholesalers.
Here are a few examples of the kinds of things you’ll do:
+ Lead, coach, and develop a team of Wealth Sales & Service Associates while serving as a producing SRR, driving individual and team sales performance
+ Complete internal sales activities, including proactive outreach, advisor relationship management, and delivery of product insights, performance data, and tailored sales ideas
+ Partner with external wholesalers to develop and execute territory sales and asset retention strategies, identify growth opportunities, and strengthen broker relationships
+ Drive achievement of i...
This role blends internal sales execution with team leadership, serving as both a producing Wealth Sales Associate and the on-site SRR for a team of Wealth Sales & Service Associates. You’ll drive sales results while coaching and developing talent, strengthening advisor relationships, and supporting territory growth in partnership with external wholesalers.
Here are a few examples of the kinds of things you’ll do:
+ Lead, coach, and develop a team of Wealth Sales & Service Associates while serving as a producing SRR, driving individual and team sales performance
+ Complete internal sales activities, including proactive outreach, advisor relationship management, and delivery of product insights, performance data, and tailored sales ideas
+ Partner with external wholesalers to develop and execute territory sales and asset retention strategies, identify growth opportunities, and strengthen broker relationships
+ Drive achievement of i...