Job Description
Join Meridian as a Wealth Management Sales Coaching Expert in a hybrid setting. You will empower financial planners with essential skills to enhance sales and member satisfaction.
As a Wealth Sales Coach, your responsibilities include mentoring financial planners and training sales teams in optimizing their engagement tactics. You will also analyze sales performance, conduct training sessions, and collaborate with branch managers to elevate member interactions. Your contributions will help achieve annual sales objectives and foster professional development across the organization.
Key Responsibilities:
• Train financial planners in wealth management products
• Conduct workshops and coaching sessions effectively
• Analyze sales performance metrics to inform strategy
• Strengthen onboarding processes for new planners
• Facilitate CRM adoption to track opportunities
Requirements:
• 5-7 years in investment sales or wealth management
• Degree in finance or rela...
As a Wealth Sales Coach, your responsibilities include mentoring financial planners and training sales teams in optimizing their engagement tactics. You will also analyze sales performance, conduct training sessions, and collaborate with branch managers to elevate member interactions. Your contributions will help achieve annual sales objectives and foster professional development across the organization.
Key Responsibilities:
• Train financial planners in wealth management products
• Conduct workshops and coaching sessions effectively
• Analyze sales performance metrics to inform strategy
• Strengthen onboarding processes for new planners
• Facilitate CRM adoption to track opportunities
Requirements:
• 5-7 years in investment sales or wealth management
• Degree in finance or rela...