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Partner Development

3 months ago

Carpinteria, United States PlanMember Financial Corporation Full time

**Department**:
Recruiting

**Classification**:
Exempt

**Location**:
Carpinteria, CA - On site

**Position Type**:
Full Time

**Description**:
**Location Information**: On-Site at our Carpinteria, CA Headquarters

**Responsibilities**:
**_Duties of Recruiting - Internal Sales:_**
- Implement Sales strategies developed by Recruiting Team
- Run recruiting events/drip campaigns in Salesforce.
- Coordinate w/ Team, phone calls for webinars/seminars 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.

**Qualifications**:
**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

**Education**:

- 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.

**Please take a look at current job openings**
You may send a cover letter and resume to
or fax to
**(800) 938-0220**
attention:
Human Resources