Primary Responsibilities: The ideal candidate will be motivated with achieving sales goals for assigned territory(s) and assist the sales team in sourcing and executing on business opportunities while performing sales administration functions in an organized and timely manner to support the operations of the sales organization within the assigned territory.
Location Information: This position requieres to workOn-Site at our Carpinteria, CA Headquarters
Salary Range:
Salary starts at $66,560 as indexed, plus variable compensation. Salary is ultimately determined by the scope of the position, the candidate's relevant experience, credentials/certifications and internal equity. We offer a generous compensation package that includes quarterly incentive comp participation, an attractive benefits package with medical, dental and vision, 401k company match, discretionary profit sharing, PTO, valet parking and more.
Some travel is required
Conduct sales activities including but not limited to:
• Proactively initiate sales and business development activity from an assigned list of registered representatives through relationship building
- Make agreed upon minimum number of outbound calls per day and use CRM software to a track log of results
- Train and motivate reps to sell platform programs and services to their client base
- Achieve agreed upon new business goal
- Will be accountable and measured on sales results achieved from assigned advisors/territory
• Support assigned Business Development Officers “BDO” with training and business development activities to increase sales
- Work in conjunction with BDO(s) to implement business plans for assigned advisors/territory.
- Coordinate sales activities to achieve desired results.
- Schedule and follow-up on mod 1-5 and other PlanMember University training activities
• Support new rep business transitions by assisting with sales related tasks assigned by the Transition or Sales Department.
- Participate in representative Home Office Visits “HOVs”
- Assist in sales related transition plan task assignments
- Assist advisors in completing paperwork to transition business to platform investment options
• Understand the PlanMember Platform Programs and assist BDO in training reps
- Deliver rep module and new business systems training
- Understand all facets of PlanMember Programs, services and technology.
- Take transferred calls from call center to further explain products and services when the call becomes training/sales oriented rather than service oriented to transition calls into sales/business development opportunities.
- Train advisors on how to implement business development programs and assist where necessary on the implementation so that they succeed
- Assist in the development of sales and training materials to be used in the field to include research, writing and delivery of material.
- Assist in the development of sales ideas and presentations to be used by the Sales Department to increase sales
Additional Job Duties
• Serve as interface between the sales organization and the other support areas of PSC for problem resolution and sales force communications (e.g. Compliance, Operations, Finance, Product Development, Marketing)
• Advisor administration functions, including:
- Handle advisor inquiry and problem resolution
- Audit commission payouts, hierarchies and reports
- Commission system administration
- Deliver quarterly commission system webinar training
- Calculate commission adjustments
- Administer vesting program and audit/safeguard reporting
- Administer advisor activation process
- Administer advisor termination process
- Process payout change requests
- Process Split ID setup requests
- Process Securities activity requests
- Process Advisor IAR approval requests
- Process Advisor REIT/Alternative Investment approval requests
- Request and Approve client reassignments
- Communicate and follow up on annual compliance requirements (ACM, ACQ, Firm CE, etc) and disciplinary actions
- Administer Partner Club Trip contest reporting
- Maintain and update procedures of sales administration function.
- Create and document new procedures with support from manager
- Maintain selling agreement files and publish selling agreement data to Partners website
- Administer sales management reports analysis and distribution
- Special Projects as needed by the sales team
- Help transition new Advisors to PlanMember
Business Continuity
Essential Job Function: This is NOT an Essential Job Function "Essential Staff" position.
Qualification Standards
Education, Licenses, Work Experience, Etc.
Skills Required
- Strong sales and relationship building skills
- Strong organizational communication and planning skills
- Strong presentation skills, including seminars and client meetings
- Strong Project Management skills or aptitude
- Ability to prioritize
- Effective communication skills (Oral and Written)
- Strong organizational skills
- Detail oriented
- Familiarity with current technology applications that support sales and marketing (e.g. sales management systems, etc.)
- High energy and strong work ethic
- Ability to work in and foster a team-oriented atmosphere
- Requires strong judgment/discretion abilities
- MS Windows Word data management and Excel functionality.
- Ability to Research and Problem Solve
- Minimal daily oversight and the motivation to be a self-starter capable of managing diverse tasks in a time sensitive environment
Work Experience
- 2+ years of relevant experience in customer service
- Prior experience in a corporate environment, securities firm or working with financial services and/or retirement plans preferred
Education:
- High School Diploma Required
- College Degree or work equivalent experience preferred
- Have or obtain Series 7, 65/66, 63(if no 66) & 24
Licenses and/or Certifications Required
FINRA LICENSE - SIE
FINRA LICENSE - 7
FINRA LICENSE - 65
FINRA LICENSE - 63
FINRA LICENSE - 24
Position Information: This job description is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. PlanMember reserves the right to modify duties or job descriptions at any time.
EEOC
PlanMember Financial Corporation is an Equal Opportunity Employer. PlanMember does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.
