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DepartmentClassificationExempt
LocationPosition TypeFull Time
DescriptionAs 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.
ResponsibilitiesDuties of Recruiting – Internal Sales: Implement Sales strategies developed by Recruiting TeamRun recruiting events/drip campaigns in Salesforce.Coordinate, Develop & Send marketing e-mails to Recruit suspects/prospects in Salesforce.Coordinate with Team, phone calls for webinars/seminars for existing ProspectsManage e-brochures Recruiting packages and e-mails for existing prospectsInfluence & Persuasion: Know the PlanMember sales story and be able to communicate this to suspects/prospects.Attend and participate in Recruiting team meetingsRelationship Building: Make outbound phone calls to recruiting event invitees, new Financial Center (FC) suspects/prospects and FC Advisor suspects/prospects.Schedule meetings for RecruitersConduct "Thank You" calls to event attendeesSet appointments with prospects for Recruiter's travel schedules.Essential Job Function: This is NOT an Essential Job Function "Essential Staff" position.
QualificationsActive Communication:Proven verbal/written communication/presentation skillsInfluential and persuasiveNegotiating skillsInterpersonal Dynamics:Ability to work well in a one on one and a team environmentRelationship buildingProfessionalPositive attitudeDiplomaticLeadership SkillsInformation SeekingManaging Processes:Time management/ well organizedSelf-Management:Ability to work independently without close supervisionAbility to prioritize and execute on multiple tasksComposure and resiliencySales oriented mentality (Achievement, motivation, and perseverance)Sound Business JudgmentEducationPrior 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.
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