Sales Manager, Wealth Advisors Group

LPL Financial•Austin, TX

16h•$98,777 - $164,594

About The Position

The Sales Manager, Wealth Advisors Group is a leadership role responsible for the day-to-day management, performance, and development of a team of licensed financial advisors. This role blends sales leadership, talent development, and client experience oversight, leveraging deep annuity and investment expertise to support advisor success and strong investor outcomes.

Requirements

Bachelor’s degree
2+ years of people management or sales leadership experience
2+ years of investment and advisory experience, including annuity products
FINRA Series 7 and Series 66 required
Sales coaching and performance management
Data-driven decision making
Advisor development and talent retention

Nice To Haves

FINRA Series 9/10 (or ability to obtain within first 6 months)
Experience supporting or managing annuity-focused advisory teams

Responsibilities

Lead, coach, and develop a team of licensed financial advisors focused on relationship deepening and sales growth
Conduct regular coaching sessions, training, and performance reviews to drive consistent achievement of sales goals
Foster a positive, collaborative sales culture grounded in integrity, accountability, and healthy competition
Monitor advisor productivity, SLAs, and key performance metrics; analyze trends and report results to leadership
Leverage annuity and investment knowledge to support advisors during client consultations and portfolio reviews
Assist with the analysis of existing annuity portfolios and product considerations
Collaborate with annuity carriers and internal partners to ensure accurate servicing and optimal client experiences
Support ongoing operational maintenance, compliance, and servicing of a large annuity client base