What are the responsibilities and job description for the Retail Sales & Recruiting Support Specialist (Advisory) position at PlanMember Financial Corporation?
As the Retail Sales & Recruiting Support Specialist, you have the role of supporting VP of Retail Sales and Advisory Recruiting teams with various projects and tasks related to advisor and Financial Center recruiting.
Location Information: On-Site at our Carpinteria, CA Headquarters
Salary Range: Starting salary is between $62,000 and $68,000 annually, with the possibility of future incentive compensation based on growth in sales. It is ultimately determined by the scope of the position the candidate's relevant experience, credentials/certifications and internal equity. We offer a generous compensation package that includes an attractive benefits package with medical, dental and vision, 401k company match, discretionary profit sharing, PTO, valet parking and more.
Major Duties & Responsibilities:
- Event Planning & Production
- Assist with training & mentoring new employees on the Recruiting team
- Proficient with LinkedIn marketing needs and prospecting campaigns
- Coordinate prospective Financial Centers/Financial Advisors information form for each call/meeting w/ Partner Dev Rep (PDR)
- Manage all prospective seminars/webinars
- Manage the RIMS system for Recruiting
- Prepares meeting/event agendas
- Coordinate w/ Partner Development Reps on recruit materials
- Be familiar with commission payout system
- Coordinate/host Home Office Visits for recruit’s w/ PDR’s
- Manage recruit data base, Weekly Dashboard Reports
- Know all relevant company sales literature and provide feedback
- Know the PlanMember sales story and be able to communicate this to recruits
- Assist in implementation of master recruiting plan for 40 FC’s Nationwide
- Help coordinate/manage the relationship - meetings between Marketing, Transitions and Recruiting
- Strategic Scheduling & Prioritization
- Vendor Administration
- Process & Program Development
- Prospect Strategy Support
- Technology Training & maintenance
- Analyze prospecting trends using Salesforce & Redtail
- Onboarding & Transitioning all new Advisors
- Managing Pipelines and sales calendars/tasks
- Creates and maintains CRM Sales reports
- Create sales ideas and content
- Analyzes advisors Broker Check to determine Compliance viability
- Attend & maintain agenda for Advisory council meetings
- Review, present & Process contracts & legal documents for Financial Centers
Competencies Required:
- Active Communication:
- Proven verbal/written communication/presentation skills
- Influential and persuasive
- Interpersonal Dynamics:
- Ability to work well in a one on one and a team environment
- Relationship building
- Professional
- Positive attitude
- Diplomatic
- Information Seeking
- Managing Processes
- Time management/ well organized
- Self-Management:
- Ability to work independently without close supervision
- Ability to prioritize and execute on multiple tasks
- Composure and resiliency
- Leadership skills
Qualifications Standards: Education, Licenses, Work Experience, Etc.
- Be proficient with Word, PowerPoint, Excel
- Having a working knowledge of database management (Salesforce), or FINTRX is desired
- Bachelor's Degree Preferred
- Two years of experience with a Financial Services Firm
The following FINRA licenses are highly encouraged:
FINRA LICENSE – SIE
FINRA LICENSE - 6
FINRA LICENSE – 7
Salary : $62,000 - $68,000