Synergy Wealth Solutions -- Where elite advisors become elite leaders.
About Us: At
Synergy Wealth Solutions , we’re more than just a financial advisory firm—we’re a team of people who care about helping others achieve financial freedom. We bring expertise, tools, and a personal touch to every interaction. We also believe in creating a work environment that’s 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. You’ll 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.
Responsibilities
Recruiting & Team Growth: Lead recruiting efforts aligned with the firm’s 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 results—and 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 firm’s training programs and continuously reinforce professional standards
Ensure compliance with supervisory requirements, continuing education, and firm policies
Qualifications
Bachelor’s 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
Benefits
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
#J-18808-Ljbffr
About Us: At
Synergy Wealth Solutions , we’re more than just a financial advisory firm—we’re a team of people who care about helping others achieve financial freedom. We bring expertise, tools, and a personal touch to every interaction. We also believe in creating a work environment that’s 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. You’ll 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.
Responsibilities
Recruiting & Team Growth: Lead recruiting efforts aligned with the firm’s 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 results—and 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 firm’s training programs and continuously reinforce professional standards
Ensure compliance with supervisory requirements, continuing education, and firm policies
Qualifications
Bachelor’s 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
Benefits
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
#J-18808-Ljbffr