About the Role We are looking for a strategic, results-driven, and dynamic Head of Sales to lead and scale our sales team. This individual will be responsible for driving revenue growth, expanding market reach, and ensuring a high-performance sales culture. The ideal candidate is a hands-on leader with a proven track record of leading successful B2B/B2C sales teams, building strong pipelines, and closing large-scale deals. Key Responsibilities Develop and execute a robust sales strategy aligned with overall business goals Lead, mentor, and grow the sales team to exceed revenue targets and KPIs Identify new business opportunities and partnerships to drive market expansion Track performance metrics and generate regular reports on sales forecasting, pipeline health, and conversion rates Build strong relationships with key clients and partners Collaborate with marketing, product, and operations teams to align sales efforts Create streamlined sales workflows and ensure the team follows industry best practices for maximum efficiency. Stay informed on industry trends, market conditions, and competitor activities Requirements Bachelor's degree in Business, Marketing, or related field (MBA preferred) 5+ years of experience in sales, with at least 1-2 years in a senior leadership role Proven success in driving sales growth and leading high-performing teams Excellent communication, negotiation, and presentation skills Strategic thinker with a strong business acumen Ability to work in a fast-paced, entrepreneurial environment Why Join Us? Competitive compensation with performance-based incentives Opportunity to shape the sales strategy and drive significant business impact Collaborative and growth-focused work environment Strong leadership team and supportive culture Show more Show less

Key Responsibilities Provide comprehensive financial planning services including retirement, investment, tax, insurance, and estate planning Conduct in-depth client consultations to understand financial goals, needs, and risk tolerance Prepare and present detailed financial plans and investment strategies tailored to individual clients Monitor client portfolios and provide regular performance reviews and updates Ensure all recommendations comply with relevant laws, regulations, and ethical standards Maintain long-term client relationships through regular communication and proactive service Collaborate with internal teams (investment, research, operations) to deliver holistic solutions Stay updated on financial trends, regulatory changes, and planning tools. Requirements Certified Financial Planner (CFP®) designation is mandatory Bachelor’s degree in finance, Accounting, Economics, or a related field (MBA preferred) 3–7 years of experience in financial planning, wealth management, or advisory services Strong understanding of financial products, tax laws, retirement planning, and investment strategies Excellent interpersonal and communication skills with the ability to simplify complex financial concepts High ethical standards and a client-first mindset Proficiency in financial planning software and CRM tools Show more Show less