Director of Retail Sales & Recruiting
About The Position
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. PlanMember is a growing financial services firm serving hundreds of thousands of clients nationwide. For more than three decades, PlanMember has provided premiere retirement and investment services to individual investors as well as employees of education, nonprofits, governmental and private sector organizations. PlanMember has been a top-ranked fee-based broker dealer since 2004 and top-ten ranked for new retirement plans added and K-12 retirement plans. With a mission of making a positive difference for our Partners, Members and Employees, PlanMember provides generous benefits and a personalized company culture that champions career growth and is looking for highly motivated individuals to join its growing team.
Requirements
- Be proficient with Word, PowerPoint, Excel
- Two years of experience with a Financial Services Firm.
- Experience with AI tools such as ChatGPT
- Be willing to obtain SIE, Series 6 or 7 (preferred), if not currently held.
Nice To Haves
- Having a working knowledge of database management (Salesforce), or FINTRX is desired
- Bachelor's Degree Preferred
- For advancement, Series 6 or 7 is required
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
Benefits
- medical
- dental
- vision
- 401k company match
- discretionary profit sharing
- PTO
- valet parking
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
