Licensed Financial Services Sales Manager

Position Overview

Apogee Financial Partners, a member of the National Life Group network, is positioned for rapid expansion and is seeking a high-performing Licensed Financial Services Sales Manager to lead and scale a team of financial professionals. This role is ideal for an experienced advisor with a strong track record in production and leadership who wants more control, more upside, and greater rewards for developing others.

Key Responsibilities

• Recruit, develop, and lead a team of financial professionals
• Mentor advisors on holistic planning and revenue growth
• Strategically drive team performance through coaching and accountability
• Grow your own client base while earning competitive overrides and leadership compensation
• Play a key role in building a scalable advisory organization within a nationally recognized firm

Required Qualifications

• Minimum five years of experience in financial services or wealth management
• Proven success in leading and coaching advisors or producers
• Active Series 7 and 66 preferred
• Enterprising spirit and passion for developing talent
• A desire to build a legacy and elevate your leadership career

Benefits & Perks

• Strong Leadership Vision: Guidance from a CEO renowned for scaling high-performing teams
• Advisor First Business Model: Independence with full support to build your own brand while leveraging national infrastructure
• Competitive Financial Upside: Leadership compensation overrides and growth incentives that reward long-term success
• Elite training and support systems including leadership development, modern planning, technology, and recruitment support
• Comprehensive portfolio of insurance, investment, retirement, and wealth strategies backed by National Life Group