Wealth Sales Coach

The Wealth Sales Coach supplements the capacity and capabilities of the Regional Vice President, Wealth to help through an indirect reporting line to the Senior Financial Planning team they support. The Wealth Sales Coach also supports the onboarding and development of new Senior Financial Planners as required. The Wealth Sales Coach also supports the overall network skills to help uncover Member opportunities through CRM leads and uses this lever to add incremental meetings and prospecting which also helps to improve asset consolidation opportunities and net new Member growth. In certain markets, when needed, the Wealth Sales Coach will also be deployed to up-skill sales practices or tool usage across the network.