Wealth Sales Coach

Description

Why Meridian?

At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

Find our story here: 

As a Wealth Sales Coach:

You are responsible for providing guidance and training to financial planning professionals, specifically focusing on wealth management products, services and their individual practices. The Wealth Sales Coach helps financial planning teams develop effective strategies to attract and retain high-net-worth Members, increases sales performance, and achieves yearly objectives. The Wealth Sales Coach may also provide mentorship, conduct sales training sessions, analyze sales data, and offer personalized coaching to enhance the skills and knowledge of sales staff.

The Wea...