Hybrid Wealth Sales Coach at Meridian
Meridian Credit Union • st. catharines, Canada
Role Description
Elevate wealth management at Meridian as a hybrid Wealth Sales Coach. Provide coaching and mentorship to financial planners, driving sales performance and enriching client engagement strategies.
As a Wealth Sales Coach, you'll enhance the skills of financial planning professionals by focusing on wealth management products and effective strategies to attract high‑net‑worth clients. Your role entails providing personalized coaching, conducting sales training sessions, and analyzing sales data to improve overall performance in a collaborative environment, bringing growth to our teams and clients.
Key Responsibilities:
• Deliver tailored coaching to financial planners on engagement tactics
• Assist in increasing wealth sales through personalized coaching sessions
• Provide expertise on investment products and financial planning techniques
• Foster strategic relationships with Retail branch managers for referrals
• Develop innovative coaching programs targeting team eff...
As a Wealth Sales Coach, you'll enhance the skills of financial planning professionals by focusing on wealth management products and effective strategies to attract high‑net‑worth clients. Your role entails providing personalized coaching, conducting sales training sessions, and analyzing sales data to improve overall performance in a collaborative environment, bringing growth to our teams and clients.
Key Responsibilities:
• Deliver tailored coaching to financial planners on engagement tactics
• Assist in increasing wealth sales through personalized coaching sessions
• Provide expertise on investment products and financial planning techniques
• Foster strategic relationships with Retail branch managers for referrals
• Develop innovative coaching programs targeting team eff...