Internal Sales

1 day ago

carpinteria, United States PlanMember Financial Corporation Full time

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.

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