Found Description
Make an impact as a Wealth Sales Coach at Meridian, providing crucial training to financial planners. Drive sales and enhance member experiences through targeted coaching.
This role requires a seasoned professional to guide financial planning teams in effectively utilizing wealth management products and services. With a strong focus on building relationships and strategic coaching, you will directly influence the sales outcomes and improve member engagement practices, ensuring the team's success in meeting their performance targets.
Key Responsibilities:
• Facilitate group and one-on-one coaching sessions on sales techniques
• Increase recruitment and training effectiveness in wealth sales teams
• Advise on investment products and financial planning strategies
• Cultivate strong partnerships with Retail branch managers
• Create structured training programs focused on financial planning
Requirements:
• Minimum 5 to 7 years of direct investment sales experience...
This role requires a seasoned professional to guide financial planning teams in effectively utilizing wealth management products and services. With a strong focus on building relationships and strategic coaching, you will directly influence the sales outcomes and improve member engagement practices, ensuring the team's success in meeting their performance targets.
Key Responsibilities:
• Facilitate group and one-on-one coaching sessions on sales techniques
• Increase recruitment and training effectiveness in wealth sales teams
• Advise on investment products and financial planning strategies
• Cultivate strong partnerships with Retail branch managers
• Create structured training programs focused on financial planning
Requirements:
• Minimum 5 to 7 years of direct investment sales experience...
Ready to Apply?
Submit your application for Meridian Wealth Sales Development Coach at Meridian Credit Union
Apply Now