Title: Business Scaling Coach
Department: AE Coach
Reporting to: Director of Business Scaling
Location: Topeka, KS/ hybrid working set up
Overview:
Are you ready to make a meaningful impact on the lives of business owners nationwide? Do you possess valuable leadership experience waiting to be shared? Join Advisors Excel's coaching team and become part of a company committed to elevating our clients' businesses to new levels of success.
As a Business Scaling Coach, you'll work with independent financial professionals, utilizing the renowned Scaling Up methodology to drive transformative change and unlock new opportunities for growth. Don't worry if you're unfamiliar with Scaling Up - we'll cover the cost of your certification! We're seeking business and financially savvy professionals who are passionate about making a difference in others' lives. Join us and immerse yourself in a culture dedicated to empowering businesses to soar to new heights of success
What you'll do:
- Provide individualized coaching to business owners using the Scaling Up methodology
- Review business structure and financials to tailor coaching program
- Lead 1-2-day strategy workshops with new clients to review the program, outline goals, and set objectives
- Establish and conduct regularly scheduled coaching sessions with business leaders using systematized business coaching methods
- Travel to clients' offices to gather information and meet with business leaders
- Partner with internal marketing teams to ensure a cohesive client experience
- Set, track and regularly monitor program goals and results
- Collaborate on developing and maintaining coaching content for both in person and digital use
- Attend Advisors Excel events to network with clients and potentially present at the event
Experience you'll bring:
- Strong experience in analyzing financial statements (balance sheet, profit and loss, cashflow) and utilizing financial metrics to drive strategic decision-making
- 5+ years of proven experience in organizational leadership roles, showcasing the ability to drive teams towards achieving objectives
- Confident, professional, and articulate in written and verbal communication
- Strong coaching skills with a knack for providing constructive feedback; act with confidence and diplomacy to navigate challenging conversations with tact and empathy
- Ability to assertively drive initiatives forward while maintaining a service-orientated mindset
- Flexible and adaptable to evolving situations and priorities; capable of adjusting coaching strategies and approaches to suit the unique needs of the client
- Able to travel 20-30% of the time as required for client meetings and engagements
Bonus Points:
- 2-3 years' experience in business coaching or counseling capacity
- Bachelor's degree in related fields (Business, Finance, Marketing)
- Previous Financial services experience
- Certifications in various coaching programs
What you'll get:
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package upon your start date
- Access to an on-site cafe, gym and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee sponsored events...and more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
Advisors Excel
401(k)
Dec 15, 2024