Senior Membership Sales Consultant

About the position

DPL Financial Partners, LLC is searching for an experienced, seasoned Financial Sales Professional to serve as a Senior Membership Consultant. This individual will focus on growing the DPL membership within a specific AUM range by fostering relationships at the executive level and achieving buy-in for a firmwide rollout. The ideal candidate has a strong understanding of sales processes and dynamics, and superb interpersonal skills with a high level of self-awareness to source and sign new Members to the DPL platform.

Responsibilities

• Hit or exceed Monthly Sales Goals and daily contact goals and appointments
• Prospect Financial Advisory firms for Membership Opportunities
• Provide Dynamic Sales Presentations
• Run on-boarding calls/meetings to ensure proper introduction to DPL team and services
• Attend industry conferences to promote DPL
• Maintain and monitor opportunities in Salesforce
• Team player with excellent communication skills. Must be able to work in a dynamic and fast-paced environment.
• Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; participates in meetings.
• Qualifies potential customers; builds rapport and establishes trust; asks questions to discover client business needs; applies product and market knowledge effectively.
• Prioritizes and plans work activities; uses time efficiently; plans for additional resources; sets goals and objectives; organizes or schedules other people and their tasks; develops realistic action plans.
• Maintain appropriate levels of outbound sales activities for prospecting and implementation

Requirements

• Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; requires minimal supervision.
• Implement strategic sales process for a dynamic sales approach to large RIA firms usually with multiple office locations
• Proactively onboard and implement DPL within the firm to quickly lead to production
• Bachelor's Degree in business or related field required.
• Excellent communication, organizational, time management and leadership skills.
• Documented computer skills.
• Variable and Life Insurance License Required; Health Insurance License a plus.