Leadership Director

Synergy Wealth Solutions -- Where elite advisors become elite leaders

About Us:

At Synergy Wealth Solutions were more than just a financial advisory firmwere a team of people who care about helping others achieve financial freedom. Whether its individuals planning for retirement or businesses preparing for growth we bring expertise tools and a personal touch to every interaction. We also believe in creating a work environment thats welcoming flexible and empowering for our team.

The Role:

We are seeking a high-performing Sales Manager who has built a successful financial advisory practice and is ready to lead others to the same level of achievement. This role is not theoretical it requires real-world credibility sales excellence and the ability to coach from experience.

As Sales Manager you will recruit develop and manage an advisor team to achieve aggressive production goals through financial products and services. Youll play a central role in shaping the culture performance standards and growth trajectory of the firm while partnering closely with agency leadership and support teams.

This role is best suited for a leader who has done the work understands what it takes to win in this business and is driven to build something bigger than their own practice.

What Youll Do:

Recruiting & Team Growth

• Lead recruiting efforts aligned with the firms growth strategy and high-performance culture
• Personally source experienced and early-career advisors through referrals networking and proactive outreach
• Interview candidates to assess sales capability mindset and cultural alignment
• Serve as a subject matter expert on the MassMutual career agent contract
• Collaborate with in-house recruiters and leadership throughout the selection process

Advisor Leadership & Development

• Conduct regular one-on-one coaching sessions focused on production activity and long-term practice growth
• Provide hands-on sales leadership including case strategy deal structure and closing support
• Lead weekly team meetings that translate training into real-world execution
• Set clear expectations for prospecting activity appointments presentations and resultsand hold advisors accountable
• Pair junior advisors with senior producers to accelerate development through joint work
• Ensure advisors are fully leveraging agency staff tools and resources
• Participate actively in sales leadership and recruiting meetings
• Champion the firms training programs and continuously reinforce professional standards
• Ensure compliance with supervisory requirements continuing education and firm policies

What Makes You A Great Fit:

• Bachelors degree in business management or a related field
• Proven success building and operating a profitable financial advisory practice
• Demonstrated ability to recruit develop and lead high-performing advisors
• Series 7 and 66 required
• Strong executive presence coaching ability and decision-making skills
• Deep understanding of insurance investments and holistic financial planning

Why Youll Love It Here:

• First-in-class earning potential within the financial services industry
• Leadership role with real influence over growth culture and outcomes
• Strong operational marketing and administrative support
• Opportunity to build a legacy by developing the next generation of elite advisors
• Mission-driven firm that values performance integrity and service

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