Indiana Licensed Wealth Market Leader

Job Summary

A company is looking for a Wealth Market Leader.

Key Responsibilities

• Grow sales and assets through a team of Private Client Advisors
• Coach and develop sales staff to achieve goals-based planning and product selection
• Develop and maintain relationships with key partners and internal departments

Required Qualifications

• 5-10 years of industry sales management experience; bachelor's degree preferred
• Possession of Series 7, 24, and 66; Life & Health Insurance licenses
• Ability to use standard office equipment and financial services systems
• Proven track record in recruiting, training, and managing sales teams
• Broad knowledge of client and partner needs in the bank-based investment market