Retail Sales & Recruiting Support Specialist (Advisory)

###### Department

Sales

###### Classification

Non-Exempt

###### Location

Carpinteria Headquarters, On-site

###### Position Type

Full Time

#### Description

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.

#### 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 prospecting 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

#### Qualifications

*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

#### Education

• 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

*Licenses and/or Certifications Required*
None

*Additional License and/or Certification Information*
Be willing to obtain SIE, Series 6 or 7 (preferred), if not currently held.
For advancement, Series 6 or 7 is required