Growth & Development Coach
hace 19 días
Woodbury
Job Description Overview: The Growth & Development Coach plays a pivotal role in shaping the next generation of successful financial advisors. In this role, you’ll work directly with advisors and teams to inspire excellence, unlock potential, and build thriving, sustainable practices. This position blends strategy, mentorship, leadership, and business development to help individuals achieve independence, income, and impact within the financial services profession. Key Responsibilities: Coach & Inspire • Provide individualized coaching that supports growth, productivity, mindset, and personal development., • Design and implement development plans that support long-term success for emerging advisors and leaders., • Oversee onboarding for new financial representatives, including scheduling and coordinating, Welcome Week., • Facilitate all training classes for new full-time and intern financial representatives., • Develop, refine, and deliver training programs covering sales skills, prospecting, client engagement, marketing, and practice building., • Track agency growth metrics and productivity indicators; analyze data to identify trends and opportunities., • Lead training and coaching on building referral-based practices, developing sustainable client acquisition habits, and enhancing client engagement., • Coach and support financial representatives within their first five years to enhance retention, confidence, and productivity., • Bachelor’s degree in business, finance, education, or related field preferred.•, • 3-7 years of experience in financial services, sales development, coaching, or talent development., • Experience designing or delivering training programs for adult learners., • Ability to obtain required industry licenses if not already held., • Strong analytical skills and ability to interpret KPIs and performance data., • CRM Systems, • Learning Management Systems (LMS), • Sales enablement platforms and reporting dashboards., • A strong communicator and motivator with a genuine passion for helping others grow., • Highly organized, detail-driven, and capable of managing multiple priorities in a fast-paced environment., • A strategic thinker with an entrepreneurial mindset and commitment to measurable outcomes., • Skilled in facilitation, public speaking, and coaching across diverse personalities., • Relationship-oriented, emotionally intelligent, and committed to fostering a culture of learning and high performance., • Salary Range: $65,000-$72,000 annually, plus performance-based bonus opportunities., • Benefits include:• Medical, dental, and vision coverage, • 401(k) plan eligibility after 6 months of employment, • Planned Time Off (PTO), • Remote day policy