Leadership Director
Company: Synergy Wealth Solutions
Location: Chesterfield
Posted on: February 14, 2026
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Job Description:
Job Description Job Description 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. Whether it's individuals planning for retirement or
businesses preparing for growth, 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. What You'll Do:
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 What Makes You A Great Fit: 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 Why You’ll
Love It Here: 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
Keywords: Synergy Wealth Solutions, Chesterfield , Leadership Director, Human Resources , Chesterfield, Missouri
