Team Lead, Financial Advisory

Job Summary

A company is looking for a Team Leader, Financial Advisor Engagement Center.

Key Responsibilities

• Lead, mentor, and develop the team to enhance advisory skills and sales techniques
• Collaborate with Team Managers and Director to implement coaching and employee development plans
• Monitor team performance against sales targets and client satisfaction metrics to drive continuous improvement

Required Qualifications

• Solid understanding of financial services principles and products
• Proven leadership and interpersonal skills to inspire and motivate teams
• Strong emotional intelligence for managing client interactions
• Strategic mindset with the ability to analyze performance metrics
• Bachelor's Degree in business or financial subject area preferred, with 3+ years in a client-facing financial services role