Leadership Director - Financial Services

GoldBook Financial•Scottsdale, AZ

11d•Hybrid

About The Position

GoldBook Financial is seeking an accomplished Leadership Director with an established advisor practice to grow into a broader leadership role. This position focuses on developing, mentoring, and guiding a team of advisors toward ongoing success, ensuring sales growth by recruiting, evolving, and leading a team of financial advisors to meet annual production targets. This is a full-time, on-site role for a Vice President of Sales Management in La Jolla, CA and/or Scottsdale, AZ. The ideal candidate will have proven experience in selling protection and investment products, or managing a successful sales team in this area. They should be a leader, coach, and mentor with a track record of successful sales management, possessing strong relationship-building skills and a people-first approach. The role requires independence, self-motivation, goal orientation, diplomacy, patience, comfort with change, enthusiasm for competition, and the ability to prioritize the team's needs. Attention to detail and a commitment to measuring results are essential. This role is hybrid and allows for the retention of a book of business and personal production.

Requirements

Must be able to work and commute to office
Life, Accident & Health Insurance Licensed
FINRA Licenses: Series 7 and 66
A strong track record of building a successful financial advisory practice
Demonstrated ability to recruit, coach, and develop high-performing advisors

Nice To Haves

Proven experience and success in the sale of protection and investments products.
Management of a successful sales team selling protection and investment products.
A leader, coach, and mentor with a track record of successful sales management experience.
A dedicated individual: independent, self-motivated and goal oriented.
A strong relationship-builder who takes a people-first approach.
A person who sees possibility and then brings everyone along.
Leadership, diplomacy and patience.
Comfortable with frequent change, an enthusiasm for competition, and the ability to put the team’s needs first.
Attention to detail and a commitment to measuring results.

Responsibilities

Lead front-line recruiting efforts to identify, attract, and engage qualified financial professionals who align with the firm’s values, growth goals, and client-focused approach.
Establish networks and cultivate referrals to generate a steady stream of candidates.
Partner closely with the recruiting and leadership teams throughout each stage of the recruitment process.
Provide hands-on leadership and oversee reps as they grow into successful financial professionals.
Set clear expectations around activity, pipeline, business strategy and case support.
Provide ongoing support to a financial professional with a focus on long-term success.
Broaden and deepen skillset through ongoing professional development and joint work with fellow associates.