LIFE WELL LIVED FINANCIAL GROUP

SALES MANAGER

Are you a high-performance leader who loves helping people grow, produce, and win in a fast-moving, relationship-driven sales environment? Do you know how to build trust, raise the bar, and hold people accountable without creating resistance or excuses? Can you bring energy, focus, and urgency to a team while leading with both warmth and firmness? If you are driven by growth, grounded in relationships, and energized by helping talented people perform at a higher level, we want to talk to you!

Our ideal Sales Manager:

• Quick Start: You bring energy, initiative, and a strong sense of urgency. You know when to get the ball rolling, when to slow down, and why timing matters in a sales environment.
• Committed to Excellence: You are a champion of excellence who expects a lot from yourself and others. You understand that strong execution, consistency, and attention to detail shape the client experience and the reputation of the firm.
• Wired for Results: You are motivated by growth, production, and meaningful wins. You focus on the actions, relationships, and discipline that drive revenue, strengthen the book of business, and create loyal clients.
• Confident with Strong Personalities: You are calm, credible, and secure in your expertise. You can step into a room of experienced, independent people, bring clarity, and lead without being swallowed up by the noise.
• Reads People Well: You are observant, thoughtful, and grounded in how you work with others. You understand that different people need different kinds of leadership, and you know how to meet them where they are while still moving them forward.
• Prepared and Resourceful: You do the work behind the scenes to stay ready, think ahead, and anticipate what is coming next. You know your business, come with answers, and help get things across the finish line.

This role is for someone who is energized by building a healthy, high-performing sales team where talented, independent advisors can grow, stay aligned, and perform at a high level. The right leader builds trust so feedback and accountability are welcomed, not resisted, and helps bring greater clarity, urgency, and alignment to the team. With the right person in this seat, the department becomes more structured, more accountable, and better positioned to grow.

RESPONSIBILITIES

This role brings greater accountability, production, and consistency to the advisory team of our lean, growth-oriented financial advisory firm:

• Lead, manage, and hold accountable a growing team of advisors / producers across varying levels of tenure, experience, and production
• Increase advisor production through clear expectations, regular coaching, and consistent accountability
• Drive revenue growth by improving business development habits, opportunity management, and client follow-up across books of business
• Establish and strengthen KPIs, scorecards, and visibility around advisor activity, pipeline health, client touchpoints, and production
• Reinforce high standards of excellence across advisor responsiveness, follow-through, business development, and client stewardship
• Lead advisor meetings, one-on-ones, and performance conversations that drive clarity and accountability
• Strengthen CRM use and pipeline management so advisor activity, follow-through, and growth opportunities are easier to track and convert
• Coach advisors toward stronger alignment with the firm’s expectations, sales discipline, and growth standards
• Support the onboarding, development, and integration of new and acquired advisors
• Partner with Marketing to improve results from campaigns, events, referral opportunities, and other growth initiatives
• Work cross-functionally to improve execution around advisor-related commitments and support a consistent client experience
• Surface production gaps, growth opportunities, and execution risks early
• Help build a more structured, scalable advisory function with stronger rhythms, clearer standards, and greater production consistency
• Translate leadership expectations into clear priorities, actions, and accountability

** This role is full-time, onsite role based in Colorado Springs, CO **

QUALIFICATIONS

Required

• 3+ years of sales leadership experience in a consultative, relationship-driven sales environment
• Direct personal selling experience in a role accountable for pipeline activity, client relationship management, and sales results
• Experience leading, developing, and growing a sales team of approximately 5–15+ producers, sellers, or other revenue-generating individual contributors
• Experience managing or supporting a high-touch book of business with hundreds of active client relationships
• Experience scaling processes, tools, team structure, and talent in a growing company
• Tech savvy, including CRM, Excel, and related sales tools

Preferred

• Experience leading independent advisors, agents, or other autonomous revenue producers
• Experience in companies with aggressive growth goals, including 10x or exponential growth
• Experience in an entrepreneurial, founder-led, or small business
• Experience leading a remote or distributed sales team
• Experience in wealth management, financial advisory, insurance, banking, mortgage, annuities, asset management, or similar financial services
• Familiarity with EOS, Pinnacle, or similar operating system

THE COMPANY – Life Well Lived Financial Group

Life Well Lived Financial Group is a wealth management firm that prioritizes living values and simplifying each client’s financial journey. Their seasoned financial advisors bring extensive experience in wealth management and guide clients through a personalized planning process centered on life, wealth, legacy, and strategy. With empathy and kindness, and with integrity, knowledge, and experience, Life Well Lived is committed to helping clients achieve a Life Well Lived.

Core Values

1. Always Growing: We are always growing.
2. Kind and Thoughtful: Serve others with kindness and respect; Loyal to the team, each other and practice vision
3. Lives Life to the Fullest: Live our wildest dreams!
4. Service to Community: Give back!

WHY WORK WITH US?

Life Well Lived is a values-led firm that takes growth seriously and gives strong leaders real room to make an impact. We do more than talk about culture. We invest in our people, lead with kindness and thoughtfulness, and are intentional about building for the future. With documented and protected processes, a growth strategy shaped by acquisitions and advisor expansion, and a clear vision for long-term firm value, this is a platform where a sales leader can help shape what comes next while working alongside a team that cares deeply about client excellence, continuous improvement, and doing meaningful work the right way.

Salary: $110,000 - $125,000 + performance-based bonus opportunities

Benefits: Medical insurance, 401(k) matching, 5 weeks PTO & paid holidays 

Want to help advisors grow, clients thrive, and life be well lived? Apply today!

JOB CODE: Life Well Lived Financial Group