Director, New Client Development

🕒 il y a 3 mois

🇺🇸 États-Unis – Télétravail

💵 $125 000 - $150 000 / an

⏰ Temps Plein

🔴 Expert

👔 Directeur

👻 Score fantôme 30%

Ce que ça veut dire : la probabilité que cette offre reste ouverte sans recrutement actif.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Wealth Enhancement Group

Site WebLinkedInTous les Emplois

501 - 1000 employés

Fondée en 1997

💸 Finance

🛡️ Assurance

💰 €736 300 Funding Round en 2022-02

Finance • Insurance

En 1997, quatre conseillers partageant un espace de bureau ont découvert qu'ils partageaient également une conviction essentielle : le secteur des services financiers avait besoin d'une nouvelle méthode, plus efficace, pour fournir des conseils aux clients—une méthode qui aiderait à alléger le stress de la vie financière de leurs clients.

Description

• Directly manage a team of Regional Vice Presidents (RVPs) responsible for new client acquisition. • Oversee day-to-day team operations, ensuring performance accountability. • Partner with the VP, New Client Development on evaluations and escalation matters. • Establish a consistent cadence of coaching, feedback, and performance tracking. • Deliver hands-on coaching to enhance individual sales effectiveness. • Reinforce adherence to defined sales processes and best practices. • Identify performance gaps and implement targeted development plans. • Strengthen overall team capabilities through ongoing skill development. • Execute onboarding and training for new RVPs. • Refine onboarding and ramp processes through continuous feedback. • Support new hires in efficiently reaching productivity benchmarks. • Lead weekly team meetings focusing on performance, accountability, and best practices. • Conduct weekly 1:1 pipeline reviews with each RVP. • Shadow client or prospect meetings to provide direct coaching and feedback. • Maintain visibility into pipeline health and sales activity. • Track individual and team performance against defined metrics. • Provide regular performance updates and insights to firm leadership. • Drive accountability through consistent follow-up and coaching.

🎯 Exigences

• Bachelor's degree (or equivalent experience) in business, finance, economics, or a related field • Minimum of 7 years in financial services • Minimum of 5 years in a sales leadership role • Proven ability to leverage data analytics and insights to drive results • Strong leadership and team-building skills with the ability to inspire and motivate a diverse team • Superior verbal and written communication skills • Proficiency with Microsoft Office Suite or related software • Familiarity with Salesforce and support organization functionality • FINRA Series 65 required • CFP® or other planning designation preferred • Ability to travel up to 15% as needed

🏖️ Avantages

• Medical, dental and vision coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)