What are the responsibilities and job description for the Team Lead position at Peak Retirement Planning, Inc.?
We are currently one of the youngest and fastest-growing financial planning firms in the country. We have grown from one team member less than three years ago to now over 24 team members. Our home office is located in Columbus, OH.
We are looking for an A Player who is a natural leader, driven to inspire and elevate a high-performing team. If you are not growth-minded, this is not the job for you. We run fast, work hard, and make a big impact in our clients’ lives. This role is for someone looking for a career, not just a 9-5 job.
Minimum Requirements:
- Strong leadership and team management skills
- Friendly, professional, and optimistic personality
- Ability to motivate, mentor, and develop team members
- Excellent problem-solving and decision-making abilities
- Strong communication skills with the ability to provide clear direction
- Detail-oriented, proactive, and resourceful
- Ability to prioritize tasks and manage multiple responsibilities
- Reliable with a strong work ethic
- Strong follow-through and accountability
Main Responsibilities:
- Oversee and support the team, ensuring efficiency and productivity
- Foster a positive and motivated work environment
- Provide guidance, training, and mentorship to team members
- Ensure tasks and projects are completed with accuracy and on time
- Identify opportunities for process improvement and implement solutions
- Monitor team performance and provide constructive feedback
- Support advisors and other departments by removing roadblocks and ensuring seamless operations
Please review this short video of our CEO Joe walking through our core foundations prior to applying, to ensure you are the right fit for our team:
https://youtu.be/UBerE9qRzxc
Job Type: Full-time
Pay: $50,000.00 - $80,000.00 per year
Work Location: In person
Salary : $50,000 - $80,000
