Wealth Sales Coach at Meridian

Shape the future of wealth management as a Wealth Sales Coach at Meridian. This hybrid role focuses on training financial planners and enhancing member engagement strategies.
As a Wealth Sales Coach, you'll guide financial planning professionals in mastering wealth management products and refining their sales techniques. Your expertise will help increase sales performance and support team onboarding efforts. In this dynamic position, you will foster relationships with internal stakeholders and clients while providing crucial mentorship and training to optimize sales strategies.
Key Responsibilities:
• Provide personalized coaching to financial planners & advisors
• Conduct sales training sessions, both virtual and in-person
• Analyze sales data to drive performance improvement
• Collaborate with branch managers to enhance member engagement
• Facilitate CRM usage and performance-driven strategies
Requirements:
• 5-7 years in investment sales or wealth manageme...