Retail Sales & Partner Development Support (Advisory)

Headquartered in beautiful Carpinteria, California, PlanMember is a growing financial services firm serving hundreds of thousands of clients nationwide. For more than three decades, PlanMember has provided premiere retirement and investment services to individual investors as well as employees of education, nonprofits, governmental and private sector organizations. PlanMember has been a top-ranked fee-based broker dealer since 2004 and top-ten ranked for new retirement plans added and K-12 retirement plans.

With a mission of making a positive difference for our Partners, Members and Employees, PlanMember provides generous benefits and a personalized company culture that champions career growth and is looking for highly motivated individuals to join its growing team.

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

Salary Range: 

Starting salary is between $62,000 and $68,000 annually, with a possibility of future incentive compensation based on growth in sales. It 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 an attractive benefits package with medical, dental and vision, 401k company match, discretionary profit sharing, PTO, valet parking and more.

The primary responsibility of the Retail Sales & Partner Development Support Specialist is to provide support to the VP of Retail Sales and Advisory Recruiting teams.

• Event Planning & Production

• Assist with training & mentoring new employees on the Recruiting team

• Proficient with LinkedIn marketing needs and prospecting campaigns

• Coordinate prospective Financial Centers/Financial Advisors information form for each call/meeting w/ Partner Dev Rep (PDR)

• Project Managed all prospecting seminars/webinars

• Manage the RIMS system for Recruiting

• Prepares meeting/event agendas

• Coordinate w/ Partner Development Reps on recruit materials

• Be familiar with commission payout system

• Coordinate/host Home Office Visits for recruit’s w/ PDR’s

• Manage recruit data base, Weekly Dashboard Reports

• Know all relevant company sales literature and provide feedback

• Know the PlanMember sales story and be able to communicate this to recruits

• Assist in implementation of master recruiting plan for 40+ FC’s Nationwide

• Help coordinate/manage the relationship - meetings between Marketing, Transitions and Recruiting

• Strategic Scheduling & Prioritization

• Vendor Administration

• Process & Program Development

• Prospect Strategy Support

• Technology Training & maintenance

• Analyze prospecting trends using Salesforce & Redtail

• Onboarding & Transitioning all new Advisors

• Managing Pipelines and sales calendars/tasks

• Creates and maintains CRM Sales reports

• Create sales ideas and content

• Analyzes advisors Broker Check to determine Compliance viability

• Attend & maintain agenda for Advisory council meetings

• Review, present & Process contracts & legal documents for Financial Centers

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

• Active Communication:
  • Proven verbal/written communication/presentation skills
  • Influential and persuasive

• Interpersonal Dynamics:
  • Ability to work well in a one on one and a team environment
  • Relationship building
  • Professional
  • Positive attitude
  • Diplomatic

• 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
  • Leadership Skills

• Be proficient with Word, PowerPoint, Excel

• Having a working knowledge of database management (Salesforce), or FINTRX is desired

• Bachelor's Degree Preferred
• Two years of experience with a Financial Services Firm.
• Experience with AI tools such as ChatGPT

None

Be willing to obtain SIE, Series 6 or 7 (preferred), if not currently held.

For advancement, Series 6 or 7 is required

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.

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.