5-7 years of experience in advisor development or marketing support.
Strong interpersonal skills for handling sensitive situations.
Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Access).
Ability to manage multiple tasks in a fast-paced environment.
Responsibilities
Collaborate with the VP of Advisor Development to enhance marketing strategies.
Lead the Advisor Marketing Program, tailoring plans to individual Silver Advisors.
Monitor and report on Silver Advisor progress towards goals.
Foster relationships with leadership to support new Advisor development.
Create a team-oriented atmosphere through effective leadership.
Act as an RFC ambassador, building community relationships to generate leads.
Facilitate connections between new Advisors and potential business opportunities.
Benefits
Employer Paid Medical Insurance.
Generous employer contributions up to 10% of eligible compensation annually.
Potential for annual variable compensation and bonuses.
Employer coverage for licensing and growth opportunities.
Full Job Description
The mission of this full-time position is to develop and support Silver Advisors, RFC's new and developing advisors, through strategic marketing guidance, accountability, training, and professional development while serving as an RFC ambassador and contributing to advisor growth, recruiting, and community engagement initiatives.
Primary Responsibilities
Partner with the Vice President of Advisor Development in Salt Lake City to support Silver Advisor marketing strategies, marketing plans, benchmarks, and Advisor progress updates.
Lead the Advisor Marketing Program with Salt Lake City Silver Advisors. Work with Silver Advisors to learn more about them and create a marketing plan that works best for them to achieve their business goals and the firm's goals. Continue to meet with them on a bi-monthly basis to provide accountability, strategy, and support.
Track Silver Advisor progress with activity and firm goals.
Develop relationships with leadership and senior Advisors that assist with the development of the new Advisor group.
Establish team atmosphere through leadership and team member development.
Serve as an RFC ambassador in the Salt Lake City community by building and maintaining professional relationships that promote the RFC mission, enhance team visibility, and create networking opportunities that may generate advisor leads.
Look for opportunities to connect the new Advisors with potential business, community, and special interest groups.
Assist with Advisor recruiting interviews and work with Director of Recruiting and Vice President of Advisor Development in Advisor hiring process.
Build relationships with testing Advisors prior to their start date through check-in meetings.
Coordinate office visits and product-focused training sessions with wholesalers to support advisor education and product knowledge.
Work with Advisor Growth & Resources Directors from all cities to develop new ideas for the Advisor Marketing Program and for the Silver Advisors.
Develop and coordinate training opportunities based on Silver Advisor needs, maintain a robust training schedule, and organize office visits from RFC team members to deliver targeted training sessions.
Other duties may be assigned to meet the business needs.
Essential Characteristics
High level of interpersonal skills to handle sensitive and confidential situations.
This position requires demonstrated poise, tact and diplomacy.
Ability to interact and communicate with individuals at all levels of the organization.
Work requires attention to detail in such things as composing, typing and proofing materials, establishing priorities and meeting deadlines.
Work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Flexibility for travel.
Ability to supervise and problem solve.
Self-starter and motivated.
Education, Training & Experience:
College degree
Computer Equipment and Software
Proficiency in the use of computer programs for:
Word
Excel
Outlook
PowerPoint
Access
Proficiency in the use of office equipment:
Computer
Voice messaging systems
Fax
Photo copier
Typing of at least 50 wpm
Working Conditions
Professional office environment.
Standard work week
This position involves some travel.
Benefits and Incentives
Employer Paid Medical Insurance.
Generous employer contributions of up to 10% of team member eligible compensation annually.
Potential for Annual Variable Compensation and Bonuses.
Employer Licensing Coverage and Growth Opportunities.
