AVP, Business Development

Carson Group•Omaha, NE

2d•Onsite

About The Position

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Requirements

Must have demonstrated track record of achieving lead generating objectives.
Strong organizational and follow up skills.
Thorough knowledge of industry.
Must be able to work independently and in team environment.
Excellent verbal and written communication skills required.
Proficient in Excel, Word, PowerPoint.
Must accept demand driven travel and weekend work.
Clean U-4 and U-5 history.

Nice To Haves

Bachelor’s Degree or higher preferred.
3+ years’ experience as successful External Wholesaler, Internal Wholesaler or combination of both, or equivalent in the financial services industry required.
FINRA series 65 licensed preferred.
CFP®, CFA or CIMA designated preferred.

Responsibilities

Generate leads for the sales team by using various prospecting and lead generation techniques.
Work with the VPs to fill and manage the Sales Pipeline with your respective territory.
Responsible for supporting sales process within region from prospecting phase to conversion.
Identify prospects, build relationships with current Carson Group Partners, and add new Carson Group Partners.
Leverage Carson Group Partner resources to achieve quarterly and annual targets.
Work with Event Producer to coordinate successful Prospect events
Follow the company's sales process.
Participate in weekly sales team meeting and sales training.
Collaborate with Business Development team to drive successful sales.
Participate in training and continuing education requirements.
Perform all other duties as needed or required to maintain and grow profitable business within the defined region.
Demonstrate behaviors in alignment with the Carson Core Values.
Position will travel nationally as needed.