Must have experince training and mentoring Financial Advisors to qualify for role.

$2B AUM Registered Investment Advisory firm with offices in Utah and other states in the Pacific Northwest is in search of a Chief Sales Officer to lead their team of Financial Advisors and help them continue to grow and scale while maintaining a high level of customer service.

Responsibilities:

Manage, mentor, and motivate the planner and advisor roles in meet and exceed sales goals individually and as a team.
Create an Annual Sales Plan and Goals for the success of firm in conjunction with the Leadership team.
Create and maintain long-term team and client relationships.
Create a structure to ensure the cross-pollination of clients via the discovery and attainment of assets in addition to our current client engagement.
Recruit, screen, and train salespeople for expansion and success.
Place underperformers on improvement programs to manage them to success.
Assist and participate in closing sales with the Lead Advisors and teams.
Management and maintenance of any advisor insurances (E&O), Licensing requirements (maintaining active status), and ongoing education relevant to career advancement such as completion of CFP, ChFC, CPWA, etc.
Understand the company’s products thoroughly. Product train accordingly.
Manage and track career advancement trajectories for planners and advisors in accordance with compensation and bonus programs.
Activity Tracking and Reporting of sales and sales activities. Keep precise records of all sales, client appointments, and pipelines by marketing type and lead generation.
Assist the marketing department in reaching out to the company’s target audience.
Research new solutions for success and efficiency for the sales team and our clients.
Examine competitors’ products to evaluate their features, benefits, defects, and market success.
Keep a complete and accurate record of all sales.
Research current market trends and make a note of customer requirements
Review competitor product offerings.
Develop effective sales strategies and training programs.
Prepare and present sales reports to upper management.
Create or improve existing sales techniques.
Champion standards and process for national replication.

Qualifications:

A bachelor’s degree in business administration, business management, marketing, or a similar discipline.
Experienced as a Financial Advisor and managing Financial Advisors.
Knowledge in RIA space and insurance, life and long-term care, and annuities.
Strong understanding of sales tactics and industry rules.
A track record of exceeding sales goals.
Minimum of 5 years experience as a sales officer, sales lead, senior sales representative, or other sales-related position.
Complete understanding of numerous sales strategies and industry developments.
Excellent presentation and communication abilities.
Series 65 or 66 license.

Essential Skills:

Positive thinking: Positive thinking affects goal-setting, your external attitude toward your profession and the product or service you’re selling.
Interpersonal & Active Listening
Knowledge and Expertise: Broad and Deep experience and expertise with the product and service offering to prospects and clients.
Ability for travel up to 25% of the time

Global Recruiters of Mid-Cities (GRN)

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Chief Sales Officer