Lead Planner [HT-1017768]

VisionSpark•St. Louis, MO

2h•Onsite

About The Position

The Chamberlin Group is seeking a Lead Planner who thrives in high-performance environments and excels at connecting with people to drive results. This individual will lead conversations, educate clients, and guide them toward confident financial decisions, simplifying complex ideas and creating momentum in every interaction. The ideal candidate is a sales closer, highly competitive, authentic, a self-starter, possesses a sense of urgency, and is process-oriented. This role is a revenue driver and brand ambassador, critical for converting prospects into long-term clients by delivering an exceptional, education-first experience within a proven sales process. It is a performance-based role with significant growth potential for motivated, disciplined, and committed individuals. The Chamberlin Group is a mission-driven organization focused on educating and serving middle to low middle-market clients through holistic financial planning, blending innovation, technology, and human-first values. They aim to become the first national virtual retirement planning company, with a strong belief in internal growth, transparency, and community impact.

Requirements

5+ years of sales experience in a service-based environment.
Securities license (Series 65 within 30 days) or CFP designation.
Life and health insurance license.
Experience selling insurance and/or annuities.
Proven track record as a strong sales closer.
Bachelor’s degree or relevant professional designation.

Nice To Haves

Experience building financial plans.
Public speaking experience.
Sales training certifications or awards.

Responsibilities

Serve as a steward of the Chamberlin Group brand in all client interactions.
Coach and mentor newer team members, allowing for shadowing and development opportunities.
Reinforce company standards, culture, and expectations through consistent behavior and performance.
Lead and present financial education classes and dinner seminars.
Work closely with Client Service Advisors to ensure a seamless client experience.
Review financial plans to ensure client needs are met and properly addressed.
Convert qualified prospects into new clients through effective sales conversations.
Meet and exceed individual sales goals and performance metrics.
Learn, follow, and execute the company’s defined sales process consistently.
Maintain strong follow-up and pipeline management to maximize conversion rates.