Wealth Sales Coach (Financial Services)

Location: Houston, TX - Post Oak

Company

hirify.global provides banking, investment, and insurance services to businesses and individuals throughout Texas and is one of the 50 largest U.S. banks by asset size.

What you will do

• Lead and manage a team of Wealth Advisors through coaching on sales techniques, business development, and client relationship strategies.
• Identify new business opportunities and build relationships with clients and local stakeholders to support revenue growth.
• Monitor market trends and competitor activity to inform local strategy and advisor development.
• Prepare and present sales performance updates and forecasts to regional leadership.
• Achieve local sales targets while maintaining strong client service and profitability.
• Participate in community and professional networks to expand regional influence and strengthen hirify.global’s relationships.

Requirements

• Bachelor’s degree in finance, business, or a related field, or equivalent experience.
• Active FINRA registrations are required, including Series 7, Series 63, Series 24, and either Series 65 or Series 66.
• Candidates without Series 24 must obtain it within 120 days of hire.
• Eligibility to supervise FINRA-registered representatives and investment adviser representatives is required.
• A General Lines Agent License covering Life, Accident, Health, and HMO Insurance is required, or must be obtained within 120 days of hire.
• Proven sales success, team leadership and development experience, business development and relationship management skills, strong communication, and proficiency in Microsoft applications.

Culture & Benefits

• Medical, dental, vision, long-term disability, and life insurance.
• 401(k) matching.
• Generous holiday and paid time off schedule.
• Tuition reimbursement.
• Health and wellness programs, including an Employee Assistance Program.
• Referral bonus program.