Job Description

THE CHAMBERLIN GROUP

LEAD PLANNER

Do you thrive in high-performance environments where your ability to connect with people directly drives results? Are you energized by leading conversations, educating clients, and guiding them toward confident financial decisions? Do you enjoy being in front of others, simplifying complex ideas, and creating momentum in every interaction? If you are someone who takes ownership of your outcomes and shows up ready to perform every day, we want to talk to you!

Our ideal Lead Planner is:

• Sales closer – You know how to ask for the business and guide prospects to decisions with confidence. You are comfortable turning opportunity into revenue.
• Highly competitive – You hate losing more than you like winning. Goals matter, numbers matter, and you show up to perform.
• Authentic – You build trust quickly because you are real, direct, and genuine. Clients believe you.
• Self-starter – You own your pipeline, your activity, and your results. You don’t wait—you execute.
• Sense of urgency – You move fast, follow up faster, and don’t let deals sit. You know speed wins.
• Process oriented – You trust the system and execute it consistently. You know discipline drives results.

Our ideal Lead Planner is a revenue driver and brand ambassador for The Chamberlin Group. This individual plays a critical role in converting prospects into long-term clients while delivering an exceptional, education-first experience. They will operate within a proven sales process, build strong relationships, and consistently perform at a high level. This is a performance-based role with real upside for those who are motivated, disciplined, and committed to growth.

RESPONSIBILITIES

• Serve as a steward of the Chamberlin Group brand in all client interactions.
• Coach and mentor newer team members, allowing for shadowing and development opportunities.
• Reinforce company standards, culture, and expectations through consistent behavior and performance.
• Lead and present financial education classes and dinner seminars.
• Work closely with Client Service Advisors to ensure a seamless client experience.
• Review financial plans to ensure client needs are met and properly addressed.
• Convert qualified prospects into new clients through effective sales conversations.
• Meet and exceed individual sales goals and performance metrics.
• Learn, follow, and execute the company’s defined sales process consistently.
• Maintain strong follow-up and pipeline management to maximize conversion rates.

** This is an onsite, in-person position based in St. Louis, MO. Candidate MUST reside in the St. Louis, MO area. **

QUALIFICATIONS

Required

• 5+ years of sales experience in a service-based environment.
• Securities license (Series 65 within 30 days) or CFP designation.
• Life and health insurance license.
• Experience selling insurance and/or annuities.
• Proven track record as a strong sales closer.
• Bachelor’s degree or relevant professional designation.

Preferred

• Experience building financial plans.
• Public speaking experience.
• Sales training certifications or awards.

THE COMPANY – THE CHAMBERLIN GROUP

The Chamberlin Group is a mission-driven organization focused on educating and serving middle to low middle-market clients through holistic financial planning. The company blends innovation, technology, and human-first values to help people make confident decisions about their financial futures. With a strong belief in internal growth, transparency, and community impact, The Chamberlin Group is building something meaningful — and scalable.

WHY WORK WITH US

• We tackle an underserved market with massive opportunity.
• We invest deeply in our people’s professional and personal growth.
• Fun, memorable offsites and a tight-knit team culture.
• Open-book management and transparent leadership.
• Strong focus on education and long-term client impact.
• Technology-forward and AI-enabled approach.
• We aim to become the first national virtual retirement planning company.

OUR CORE VALUES

• Glass Always Half Full – We lead with optimism and enthusiasm.
• We Say Thank You – Gratitude is part of how we operate every day.
• Let’s Get It Done – We act with tenacity and follow-through.
• Train on the Tracks – We stay aligned, focused, and process-driven.
• Willing to Pivot – We adapt, innovate, and embrace change.
• Work to Live – Family-first mindset rooted in inclusivity and balance.

SALARY: Targeted first year compensation of $100k - $150kBonus opportunities will be discussed during in-person interviews with The Chamberlin Group.

BENEFITS: Medical, dental, vision, Life & AD&D insurance, 15 days PTO, 10 sick days, 16 paid holidays, 401k (3% employer contribution), Employee assistance program

If you love turning conversations into clients, then apply now!