Team Leader, Financial Advisor

Job Summary

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

Key Responsibilities

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

Required Qualifications

• Solid understanding of financial services principles and products
• Proven leadership and interpersonal skills to motivate teams
• Strong emotional intelligence for navigating client interactions
• Bachelor's Degree in business or financial subject area preferred
• 3+ years of experience in a client-facing financial services role with relevant licenses