Description

Are you a motivated and driven individual with a passion for sales and the financial industry? Do you enjoy building relationships and helping others achieve their goals? If so, we want you on our team! We’re seeking a dynamic Financial Sales Representative to join our growing team. Whether you’re new to sales or have experience in recruitment or financial services, we provide the training, tools, and support you need to thrive. You’ll play a key role in expanding our network of Investment Advisor Representatives, helping them leverage our industry-leading technology and marketing systems to grow their AUM.

Company Culture and Environment

We foster a supportive and collaborative work environment where team members are encouraged to strategize and execute recruitment efforts together. Our culture emphasizes transparency and camaraderie, with monthly social activities and a casual dress code that promotes a fun atmosphere.

Career Growth and Development Opportunities

Opportunities for professional development and advancement are abundant in this role, allowing you to grow your career while helping others succeed.

Detailed Benefits and Perks

• Comprehensive health, dental, and vision insurance
• 401(k) plan with company contributions
• Life insurance and additional coverage options
• Hybrid remote work options and flexible schedules
• Paid time off and volunteer time off
• Monthly social activities to foster team bonding

Compensation and Benefits

• Competitive salary ranging from \(45,000 - \)75,000 a year

Why you should apply for this position today

This role provides an excellent opportunity to make a meaningful impact in the lives of financial advisors and help them grow their businesses while achieving your personal career goals in a supportive environment.

Skills

• Strong communication and interpersonal skills
• Ability to build and maintain relationships
• Proficiency in Microsoft Office and Outlook
• General knowledge of financial products/services
• Basic knowledge of consumer marketing and branding techniques

Responsibilities

• Drive recruitment by making outbound calls and following up with prospective advisors to expand our network
• Achieve and exceed monthly recruitment and activity targets
• Collaborate closely with senior and junior sales professionals on recruitment strategies
• Assist new advisors with the affiliation and onboarding process
• Support advisors in leveraging technology and marketing platforms to accelerate AUM growth
• Participate in and coordinate marketing campaigns and events
• Engage in ongoing strategy development to enhance recruitment and retention
• Build relationships through engaging conversations both over the phone and in person

Qualifications

• High School Diploma or GED (required)
• Willingness to obtain Series 65 registration (required)
• Prior sales and financial services experience (preferred)

Education Requirements

• High School Diploma or GED (required)

Education Requirements Credential Category

• High School Diploma or GED

Experience Requirements

• Prior experience in sales and financial services is preferred

Why work in Shoreview, MN

Shoreview offers a welcoming community with access to beautiful parks, lakes, and recreational opportunities. The city boasts a friendly atmosphere and is conveniently located near the Twin Cities, providing great access to urban amenities while enjoying a suburban lifestyle.