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Sales Leadership and Production:

  • Drive team performance through consistent coaching, accountability, and sales leadership.
  • Monitor and improve lead conversion rates and coach on consultative sales techniques.

Coaching and Talent Development:

  • Conduct daily and weekly coaching sessions, call reviews, and individualized development plans.
  • Partner with Training Department to support onboarding and reinforce role-specific knowledge.

Performance Management:

  • Monitor individual and team metrics, diagnose performance gaps, and implement corrective action plans.
  • Manage watchlists, performance improvement plans, and disciplinary coaching processes.

Compliance and Quality Assurance:

  • Ensure adherence to all federal, state, investor, and regulatory requirements.
  • Monitor quality assurance results and implement coaching strategies to address deficiencies.

Longbridge Financial

Longbridge Financial is a leading provider of home equity solutions for seniors, helping them unlock the power of their home equity to live the retirement they imagined. With an Excellent rating on Trustpilot and over a thousand customer testimonials, they have been named a Great Place to Work three years in a row, emphasizing a culture of growth and collaboration.

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