Team Leader, Financial Advisor Engagement Center
About The Position
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. As a Team Lead on the Engagement Center team, you'll play a pivotal role by partnering with the Team Managers, QA and the Director, to whom they will report directly, to provide coaching, employee development and direct day-to-day support. In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team's existing talents. For this Team Lead role, we are seeking a candidate with proven understanding of the Financial Advisory functions who can thrive in a fast-paced environment and adapt given business needs. This individual will need to be able to analysis data using team reporting, help with client escalations, and recognize advisor deficiencies. If you display a positive demeanor, strong work ethic and deliver high performance against goals, this may be an opportunity for you!
Requirements
- Solid understanding of financial services principles, products, and EFE planning experience.
- Consistent track record of high personal performance, while also having a positive impact on their broader team.
- Proven leadership and interpersonal skills to inspire and motivate their team(s).
- Strong emotional intelligence and ability to navigate critical client interactions with compassion.
- Strategic mentality, with a knack for analyzing performance metrics and adapt strategies accordingly.
- Bachelor's Degree, business or financial subject area preferred.
- 3+ years' experience in a licensed, client-facing financial services or sales role.
- Possess the Series 65 or Series 7 & 66 licenses; Relevant financial Designations (CFP, CRPC) preferred.
Nice To Haves
- Sales or advisory leadership experience preferred.
Responsibilities
- Lead, mentor, and develop the team to improve their advisory skills, sales techniques and comprehensive financial planning. Broadens associate's views of their current role to understand and see their impact and opportunity within the business. Listens to call interactions, performs sides by sides, and conducts regular 1 on 1 coaching sessions to provide timely feedback which drives improvements in efficiency, productivity, and business outcomes.
- Partner closely with Team Managers and Director, to develop and execute upon coaching and employee development plans.
- Monitor team performance against aggressive sales targets and client satisfaction metrics, while providing support to ensure continuous improvement. Motivates team to reach targets, optimize conversation capacity and effectiveness, and meet objectives.
- Through analysis and sales funnel monitoring, partner with opportunity generating individuals and opportunity receiving individuals to deliver highest quality interactions and ensure opportunities are being managed effectively down-funnel.
- Prioritize ongoing training sessions on sales strategies, standard processes, and other similar skills to keep the team advised and effective to provide the experience our clients and prospective expect.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
