Job Description Overview

• We are seeking an experienced and dynamic Agency Team Lead to inspire, manage, and guide a team of Financial Advisors to deliver exceptional results.
• The Team Lead will be responsible for the daily operations, performance, and professional development of their team, ensuring KPI budgets are met, while driving client satisfaction and retention.

Qualifications

Required Skills & Experience

• Minimum of 1 years of experience in an agency environment.
• Minimum of 2 years of proven experience in a Team Lead, Supervisory, or equivalent leadership role.
• Exceptional leadership, people management, and motivational skills.
• Excellent written and verbal communication, presentation, and interpersonal skills.
• Demonstrated ability to think strategically and problem-solve complex client and internal challenges.

Education

• Bachelor’s degree in any relevant field, or equivalent practical experience.