Note: The job is a remote job and is open to candidates in USA. Carson Group is a company that prioritizes client trust and aims to provide value in financial advice. The AVP, Business Development will generate leads and support sales efforts while managing relationships with partners and ensuring team targets are met.
Responsibilities
- Generate leads for the sales team by using various prospecting and lead generation techniques
- Work with the VPs to fill and manage the Sales Pipeline with your respective territory
- Responsible for supporting sales process within region from prospecting phase to conversion
- Identify prospects, build relationships with current Carson Group Partners, and add new Carson Group Partners
- Leverage Carson Group Partner resources to achieve quarterly and annual targets
- Work with Event Producer to coordinate successful Prospect events
- Follow the company's sales process
- Participate in weekly sales team meeting and sales training
- Collaborate with Business Development team to drive successful sales
- Participate in training and continuing education requirements
- Perform all other duties as needed or required to maintain and grow profitable business within the defined region
- Demonstrate behaviors in alignment with the Carson Core Values
- Position will travel nationally as needed
Skills
- Must have demonstrated track record of achieving lead generating objectives
- Strong organizational and follow up skills
- Thorough knowledge of industry
- Must be able to work independently and in team environment
- Excellent verbal and written communication skills required
- Proficient in Excel, Word, PowerPoint
- Must accept demand driven travel and weekend work
- Bachelor's Degree or higher preferred
- 3+ years' experience as successful External Wholesaler, Internal Wholesaler or combination of both, or equivalent in the financial services industry required
- FINRA series 65 licensed preferred
- CFP®, CFA or CIMA designated preferred
- Clean U-4 and U-5 history
Benefits
- Variable compensation potential (Bonus and/or commissions).
- 401(k) plus matching
- Health benefits
- PTO
- Parental Leave
- Sabbatical Leave
- Medical
- Dental
- Vision
- Health Savings Accounts
- Flexible Spending Accounts
- Life and AD&D Insurance
- Short and Long-Term Disability
- Work/Life Benefits
- Holistic Wellbeing Programs
- Flexible work arrangement: Remote
Company Overview