Regional Vice President

2 weeks ago


Carpinteria, United States PlanMember Financial Corporation Full time

**Department**:
Recruiting

**Classification**:
Exempt

**Location**:
Midwest Region Area

**Position Type**:
Full Time

**Description**:
As our **_Regional Vice President (RVP) Partner Development_** **with a focus on the **_Midwest Region_**, your primary responsibilities will be to help recruit Advisors and to recruit Advisors to become one of our PlanMember Financial Centers. We are looking for someone to be a part of our Partner Development Recruiting team who is is comfortable working remote.

**Responsibilities**:
**_We are interested in talking to you if you have the following major duties and responsibilities:_**
- Handles all aspects of Recruiting for prospective Financial Centers in their region
- Work with Director of Partner Development to implement & execute new Financial Center game plans
- Seminars/Webinars/Luncheons organization & schedule for prospective Financial Centers
- Coordinate & Communicate with BDO’s and Recruiting Team Re: Recruiting Activities in their region
- Act as 1st in contact and manage Zip Recruiter, Linked IN, Indeed for prospecting & hiring of Advisors for potential Financial Centers
- Return recruit calls as appropriate/set phone & in-person meetings & appointments
- Be familiar with Term Sheet and Long Form Agreements and the economics that go with them
- Be familiar with all aspects of Co-branding between PlanMember and potential Financial Center
- Red Files - Know & understand the process & procedures
- Attend relevant weekly internal meetings
- Prepare weekly game plans to present to the team on Mondays and present results on Fridays
- Research and develop qualified names to add to recruit database
- Project Manage recruiting projects, as needed
- Read, review and comment on all relevant company literature
- Co-Develop and Implement regional master recruiting plan for new Financial Centers in the Northeastern territory
- Develop close relationship with recruits to ensure success is mutually beneficial
- Develop a strategy to close each potential FC advisor

**_Business Continuity: _**Essential Job Function: This is NOT an Essential Job Function “Essential Staff” position.

**Qualifications**:
**_You are encouraged to contact us if you have the following qualifications:_**
- Securities Industry knowledge and experience
- Be proficient with Word, PowerPoint, Excel, and Outlook
- Have a working knowledge of database management
- Recruiting and/or sales experience a plus
- Have excellent communication skills
- Ability to work independently without close supervision
- Ability to work well in a team environment
- Excellent Presentation skills

**_Personal Character Attributes:_**
- Sound Business Judgment
- Hard-working
- Honesty & integrity
- Leadership Skills
- Friendly & courteous
- Professional

**Education**:
**_Qualification Standards_**
- Industry Licenses: Must complete Series 7 and 65 FINRA
- Recruiting and/or sales experience a must

**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