I know this is a long-shot, but just curious if anyone knows what a Regional Sales Associate is and how it compares to being, say, a Jr. financial planner. Based on the job description below, there definitely seems to be some overlap between the two.
Can anyone provide me with an ELI5? Also, what are "channel partners?"
As a newcomer to Financial Planning, I feel like this could be a great entry level position; it's just unclear to me how much Financial Planning I would learn.
For context, the position is open at a national, fee-only financial planning firm.
Here's the job description:
The Regional Sales Associate works in a team-centered environment supporting Regional Vice Presidents (RVPs) with business activities including strengthening relationships with channel partners, identifying opportunities and helping to drive leads to close. This is a great opportunity to be mentored by one or more RVPs, gain hands-on business development experience and make an impact on the growth of the organization!
Essential Job Functions for the Regional Sales Associate will include:
- Providing support to the Regional Vice Presidents to drive sales momentum by proactively initiating and following-up on opportunities with channel partners to drive business results and engage in proactive conversations
- Participating in prospect meetings including gathering data, capturing meeting notes, recording notes and pipeline activity in Salesforce, assisting with seamless onboarding and supporting on-going service processes
- Managing prospecting activity process including CQ’s and communications with Financial Consultants
- Traveling to branch offices and events to proactively build and maintain ongoing engagement with channel partner branches and prospects
- Building and maintaining a strong network by proactively managing ongoing engagement with channel partner branches and prospects
- Assisting with and participating as needed with referral meetings via video (GoToMeeting and WebEx) and telephone
- Collecting and preparing paperwork for client meetings, follow-up and seamless hand-offs from RVPs to CSUs
- Working closely with RVPs on various projects including coordinating events, reviewing financial data and preparing reports
- Frequent channel partner, client and Client Service teams and back office communications
- Fostering positive relationships with internal and external business partners as a company ambassador.
- Ensuring adherence to company standards
- Other duties as needed
Qualifications
- High school diploma required; Bachelor's degree preferred
- Prior financial services or related administrative support experience preferred
- Series 65 or 66 license preferred; will be required to obtain the Series 65
- Understanding of financial services industry
- Excellent analytical, organizational and presentation skills
- Exceptional verbal and written communication skills
- Proficiency with MS Word, Excel, PowerPoint and Outlook
- Experience working with high-level professionals
- Must work well in a team environment and present a positive and professional demeanor
- Self-starter, active contributor and ability to listen to and deliver on client’s needs and expectations
- Must be highly flexible and confidential with all matters
- Ability to travel up to 50%
Working Conditions: Professional office environment, working inside, standing, and sitting, travel up to 50%, will be assigned to a work station, no heavy lifting over 20 lbs.
Submitted April 18, 2019 at 05:34PM by nevertoolate1983 http://bit.ly/2PiHXEk
