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Retail Sales & Partner Development Support (Advisory)PlanMember Financial Corporation • United States
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Retail Sales & Partner Development Support (Advisory)

PlanMember Financial Corporation
  • US
    United States
  • US
    United States
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About

Retail Sales & Partner Development Support Specialist
The primary responsibility of the Retail Sales & Partner Development Support Specialist is to provide support to the VP of Retail Sales and Advisory Recruiting teams. Major Duties and 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) Project Managed 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 Competencies Required: Active Communication:
Proven verbal/written communication/presentation skills Influential and persuasive
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
Qualification 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. Experience with AI tools such as ChatGPT 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 Position Information: This job description is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. PlanMember reserves the right to modify duties or job descriptions at any time. EEOC: PlanMember Financial Corporation is an Equal Opportunity Employer. PlanMember does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.
  • United States

Languages

  • English
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