Position: Sales Coach (NEW POSITION)
Start Date: Immediate
Status: Full-time (Regular - Exempt)
Hours: 40-45 hours per week w/flexible schedule
Location: Bozeman, MT
Reports to: Director of Advisor Success
XY Planning Network (XYPN) is the leading organization for fee-only financial advisors who want to serve their Gen X and Gen Y peers, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.
XYPN was nationally recognized as one of The 346 Best Places to Work in 2019 by Inc. magazine. In 2018, we earned the top ranking of Fastest-Growing Private Company in Montana, and the 168th fastest-growing privately-owned business in the US, by Inc. magazine. This is an opportunity to join a rapidly growing company that is reshaping the financial services industry.
XYPN is looking for a Sales Coach to work with XYPN advisors as they launch, grow, and build their financial planning businesses. This is a new position within our organization and the primary responsibilities will include: developing an XYPN sales training program based on relationship sales, facilitating the sales training program for XYPN advisors, and providing best practices to firm owners on how to refine and enhance their sales processes.
The Sales Coach will help new firms set up their sales process and work with them on developing their story, communication skills, and how to build lasting client relationships. Once firms have moved beyond the launch phase, the Sales Coach will work with them on refining and enhancing their sales process. Coaching will be delivered through recorded training, webinars, group coaching, and one-on-one coaching. Overall, the Sales Coach will be responsible for the development and delivery of all XYPN advisor sales training, while helping lead the overall strategy for all sales training provided to XYPN firms.
Minimum of 5 years of experience in delivering sales training
Experience developing a sales training program
Experience in facilitating group coaching calls and providing one-on-one coaching
Authorized to live and work in the United States
What would make us drool:
Compensation & Benefits:
Salary Range: $85,106 - $103,048 / year (dependent on experience)
Relocation assistance available, if applicable
401K (4.5% match on 6% contribution)
Health insurance w/employer contribution
8 paid holidays
Open vacation policy (Required to take a minimum of 3 weeks per year)
Please see our Dream Team Handbook to learn more about our company and benefit offerings