Now Hiring - Crossroads Staffing - Sales & Recruiting Support Specialist in Carpinteria, CA

Full description of the position

As the Retail Sales & Recruiting Support Specialist, you have the role of supporting VP of Retail Sales and Advisory Recruiting teams with various projects and tasks related to advisor and Financial Center recruiting. Monday-Friday 8:00am-5:00pm $62,000-$68,000/year +

Benefits

Responsibilities

:

• Event planning and production.
• Assist with training & mentoring new employees on the recruiting team.
• Coordinate prospective Financial Centers/Financial Advisors information form for each call/meeting w/ Partner Dev Rep (PDR).
• Manage all prospective seminars/webinars.
• Manage the RIMS system for Recruiting.
• Prepares meeting/event agendas.
• Coordinate w/ Partner Development Reps on recruit materials.
• Coordinate/host Home Office Visits for recruit's w/ PDR's.
• Manage recruit database, Weekly Dashboard Reports.
• 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.
• On-boarding & 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.

Qualifications

:

• 2+ years of experience with a financial services firm
• Background as a event planner, recruiter, project manager, office manager or executive assistant
• Familiar with sales processes
• Proficient in MS Office
• Knowledge of database management systems such as Salesforce or FINTRX a plus
• Willing to obtain SIE Series 6 or 7 after hire 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. Pay: $62,000.00 - $68,000.00 per year

Benefits

:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance Work Location: In person