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Financial Planning and Sales Development Expert
1 week ago
Company Overview:
BlueShore Financial is a leading financial services organization dedicated to providing exceptional client experiences. Our team of experts is passionate about delivering tailored solutions that meet the unique needs of our clients.
About the Role:
We are seeking a highly skilled Sales Performance Advisor to join our team. As a key member of our retail operations, you will collaborate with business leadership to design, implement, and evaluate learning solutions that enhance sales performance and support strategic goals.
Key Responsibilities:
- Collaborate with stakeholders to assess and identify learning & development needs, and recommend solutions to meet branch, department, or individual learning objectives related to sales skill development, financial planning, client service, and/or the delivery of financial advice.
- Research, design, implement, facilitate, and evaluate specialized programs that support future talent requirements and our approach to building intentional client relationships.
- Develop and deliver traditional and digital training programs, instructional material, and evaluation tools related to sales coaching, sales training, and/or practice management.
- Provide support to Advisory Sales Team members on the delivery of advice and Financial Planning, including coaching, mentoring, and instruction on building and nurturing intentional client relationships across all aspects of the sales cycle.
- Participate in related strategic, organizational projects as a subject matter expert, identifying scope, resources, outcomes, communication, and implementation plans.
Qualifications and Experience:
- Proven experience in financial services and financial planning strategies, including practical experience with effective sales communications and related processes.
- Certified Financial Planner (CFP) Designation preferred or working towards it.
- Experience in training, sales coaching, learning, and development (or any combination of relevant experience in these areas).
- Solid knowledge of a wide range of financial planning technologies/systems.
