Growth & Development Coach

Overview:

The Growth & Development Coach plays a pivotal role in shaping the next generation of successful financial advisors. In this role, you'll work directly with advisors and teams to inspire excellence, unlock potential, and build thriving, sustainable practices. This position blends strategy, mentorship, leadership, and business development to help individuals achieve independence, income, and impact within the financial services profession.

Key Responsibilities:

Coach & Inspire

• Provide individualized coaching that supports growth, productivity, mindset, and personal development.
• Facilitate regular accountability sessions to reinforce goals, identify opportunities, and strengthen advisors' performance.

Develop Future Leaders

• Design and implement development plans that support long-term success for emerging advisors and leaders.
• Identify high-potential talent and guide their progression through career stages.

Lead Onboarding & Training

• Oversee onboarding for new financial representatives, including scheduling and coordinating, Welcome Week.
• Facilitate all training classes for new full-time and intern financial representatives.
• Ensure onboarding and training experiences are engaging, consistent, and aligned with best practices.

Training & Curriculum Design

• Develop, refine, and deliver training programs covering sales skills, prospecting, client engagement, marketing, and practice building.
• Continuously elevate the curriculum to reflect evolving industry standards and the needs of developing advisors.

Performance Management

• Track agency growth metrics and productivity indicators; analyze data to identify trends and opportunities.
• Provide insights, strategies, and follow through to ensure performance goals are met and exceeded.

Sales & Practice Development

• Lead training and coaching on building referral-based practices, developing sustainable client acquisition habits, and enhancing client engagement.
• Support advisors in implementing practical business-building strategies that strengthen long-term success.

Drive Early Career Success

• Coach and support financial representatives within their first five years to enhance retention, confidence, and productivity.
• Provide structured guidance on business planning, time management, prospecting systems, and early career milestones.

Qualifications & Requirements

• Bachelor's degree in business, finance, education, or related field preferred.
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• 3-7 years of experience in financial services, sales development, coaching, or talent development.
• Experience designing or delivering training programs for adult learners.
• Ability to obtain required industry licenses if not already held.
• Strong analytical skills and ability to interpret KPIs and performance data.
• Local travel may be required for meetings or community engagement.

Tools & Technology

• CRM Systems
• Learning Management Systems (LMS)
• Sales enablement platforms and reporting dashboards.
• Productivity tools such as Microsoft Office

Ideal Candidate Profile

• A strong communicator and motivator with a genuine passion for helping others grow.
• Highly organized, detail-driven, and capable of managing multiple priorities in a fast-paced environment.
• A strategic thinker with an entrepreneurial mindset and commitment to measurable outcomes.
• Skilled in facilitation, public speaking, and coaching across diverse personalities.
• Relationship-oriented, emotionally intelligent, and committed to fostering a culture of learning and high performance.
• Adaptable, proactive, and energized by people development and continuous improvement

Compensation & Benefits

• Salary Range: $65,000-$72,000 annually, plus performance-based bonus opportunities.
• Benefits include:
  • Medical, dental, and vision coverage
• 401(k) plan eligibility after 6 months of employment
• Planned Time Off (PTO)
• Remote day policy