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Internal Growth Specialist

Company: Cetera Financial Group
Location: Los Angeles
Posted on: April 10, 2021

Job Description:

Cetera Advisor Networks is currently seeking an entry-level Internal Growth Specialist ("IGS"). With our Growth Officers, the Internal Growth Specialist is one of the primary contacts for our advisors providing them world-class sales support and training to make them successful in his/her assigned territory. This is an exciting role and offers an opportunity to work in an interactive team setting providing support for our regions and their network of advisors. What you will do:

  • Provide sales support and training to 10-15 regions and their advisors
  • Provide support for a national network of over 2500 advisors.
  • Meet company territorial and national activity and sales goals
  • Collectively manage and foster relationships with our advisors understanding each unique background and how to gain their trust.
  • In collaboration with the Growth Officer, assist in developing a business plan to make each rep more successful and promote sales prospects, products and services.
  • Be alert to compliance issues and assist in reminder calls related to advisor licensing.
  • Build sales skills through meetings with advisors and clients via Zoom calls and over the phone.
  • Conduct training meetings to promote sales activity via teleconferencing and live meetings in the field.
  • Conduct call campaigns around specific initiatives within Cetera Advisor Networks.
    What you need to have:
    • Bachelors degree in Finance, Marketing or another relevant field. *Prior work experience will be considered as an alternative
    • 1+ year of professional work experience
    • Basic knowledge of the functions of a broker-dealer
    • Excellent verbal communication skills and extremely comfortable communicating and coaching advisors through sales processes over the phone and in-person
    • Goal-orientated individual, who has the drive to achieve sales goals and challenges
    • Comfortable working in a team setting
    • Proficiency in Microsoft office tools and working with various database systems
      Really catch our eye with:
      • 2+ years of experience working in a sales environment
      • Product knowledge relevant to mutual funds, fixed and variable annuities, and underwritten insurance products.
      • FINRA Series 7 and 63, 65 or 66
      • Experience in fee-based managed money products
      • Excellent writing skills
      • Public speaking experience What we give you in return: Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their working years. About Cetera Financial Group
        Cetera Financial Group-- ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. "Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities, Girard Securities, and Summit Brokerage Services. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

Keywords: Cetera Financial Group, Los Angeles , Internal Growth Specialist, Other , Los Angeles, California

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