New Employee Transition Liaison Needed in Carpinteria

(Retail Sales & Partner Development Specialist Needed in Carpinteria)

Industry: Financial Services

Pay Range: $62,000 - $68,000 yearly

Location: Carpinteria, CA (in-person)

Summary:

Provides Administrative Support to Broker and Financial Professional Recruiters.

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. You will work with many department leaders and executives.

Major Duties and Responsibilities

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)

Manage all prospective 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 database, Weekly Dashboard Reports

Know all relevant company sales literature and provide feedback

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

Vendor Administration

Etc.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.