Lead Planner [HT-1017768]
About The Position
The Chamberlin Group is seeking a Lead Planner who thrives in high-performance environments, enjoys leading conversations, educating clients, and guiding them toward confident financial decisions. This role is for someone who enjoys being in front of others, simplifying complex ideas, and creating momentum in every interaction. The ideal candidate takes ownership of their outcomes and shows up ready to perform every day. This individual is a sales closer, highly competitive, authentic, a self-starter, has a sense of urgency, and is process-oriented. The Lead Planner will act as a revenue driver and brand ambassador, converting prospects into long-term clients while delivering an exceptional, education-first experience within a proven sales process. This is a performance-based role with significant earning potential for motivated, disciplined, and growth-oriented individuals.
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.
- Must reside in the St. Louis, MO area.
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.
Benefits
- Medical, dental, vision, Life & AD&D insurance
- 15 days PTO
- 10 sick days
- 16 paid holidays
- 401k (3% employer contribution)
- Employee assistance program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1-10 employees
