Internal Sales at PlanMember Financial Corporation in Carpinteria, California

Job Description:

As 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.

Duties of Recruiting - Internal Sales:

• Implement Sales strategies developed by Recruiting Team
• Run recruiting events/drip campaigns in Salesforce.
• Coordinate, Develop & Send marketing e-mails to Recruit suspects/prospects in Salesforce.
• Coordinate w/ Team, phone calls for webinars/seminars for existing Prospects
• Manage e-brochures Recruiting packages and e-mails for existing prospects
• Influence & Persuasion: Know the PlanMember sales story and be able to communicate this to suspects/prospects.
• Communicate w/ Recruiters, LinkedIn Successes
• Attend and participate in Recruiting team meetings
• Relationship Building: Make outbound phone calls to recruiting event invitees, new Financial Center (FC) suspects/prospects and FC Advisor suspects/prospects.
• Schedule meetings for Recruiters
• Conduct "Thank You" calls to event attendees
• Set appointments w/ prospects for Recruiter's travel schedules.
• Help coordinate/manage/communicate developed prospects w/ Recruiter

Essential Job Function: This is NOT an Essential Job Function "Essential Staff" position.

Competencies Required

Active Communication:

• Proven verbal/written communication/presentation skills
• Influential and persuasive
• Negotiating skills

Interpersonal Dynamics:

• Ability to work well in a one on one and a team environment
• Relationship building
• Professional
• Positive attitude
• Diplomatic
• Leadership Skills

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
• Sales oriented mentality (Achievement, motivation, and perseverance
• Sound Business Judgment

Qualification Standards:

• Prior 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. Apply Now