As a member of our Partner Development - Internal Sales , your primary responsibility is to support recruiting efforts by establishing and maintaining a pool of potential candidates, building on the goals to recruit PlanMember Advisors and Financial Centers.
Location Information: On-Site at our Carpinteria, CA Headquarters
Salary Range: Starting salary is typically between $75,000 and $80,000 annually with the potential for additional incentive compensation. Base salary is ultimately determined by the scope of the position, the candidate's relevant experience, credentials/certifications, and internal equity. In addition to salary, benefits include, PTO, health, medical, vision, disability, life insurance benefits as well as 401(k), profit-sharing retirement program and much more.
Duties of Recruiting – Internal Sales:
- Implement Sales strategies developed by Recruiting Team
- Run recruiting events/drip campaigns in Salesforce.
- Coordinate, Develop & Send marketing e-mails to Recruit suspects/prospects in Salesforce.
- Coordinate w/ Team, phone calls for webinars/seminars for existing Prospects
- Manage e-brochures Recruiting packages and e-mails for existing prospects
- Influence & Persuasion: Know the PlanMember sales story and be able to communicate this to suspects/prospects.
- Communicate w/ Recruiters, LinkedIn Successes
- Attend and participate in Recruiting team meetings
- Relationship Building: Make outbound phone calls to recruiting event invitees, new Financial Center (FC) suspects/prospects and FC Advisor suspects/prospects.
- Schedule meetings for Recruiters
- Conduct "Thank You" calls to event attendees
- Set appointments w/ prospects for Recruiter's travel schedules.
- Help coordinate/manage/communicate developed prospects w/ Recruiter
Essential Job Function: This is NOT an Essential Job Function "Essential Staff" position.
Competencies Required
Active Communication:
- Proven verbal/written communication/presentation skills
- Influential and persuasive
- Negotiating skills
Interpersonal Dynamics:
- Ability to work well in a one on one and a team environment
- Relationship building
- Professional
- Positive attitude
- Diplomatic
- Leadership Skills
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
- Sales oriented mentality (Achievement, motivation, and perseverance
- Sound Business Judgment
Qualification Standards:
- Prior industry and sales experience is necessary, recruiting experience preferred.
- Be totally familiar with the PlanMember proposition and be able to communicate with prospective Advisors about it
- Be proficient with Word, PowerPoint, Excel
- Have a working knowledge of database management (Salesforce)
- Bachelor's Degree Preferred
Licenses and/or Certifications Required:
FINRA LICENSE - SIE
FINRA LICENSE – 6 OR 7 is preferred OR be willing to obtain SIE, Series 6 OR 7 (preferred), within six months of hire.