Clarity 2 Prosperity is a rapidly growing, innovative financial services organization seeking a top flight Senior Associate of Business development to work closely with our RVP and VP of Business Development to develop and execute an appropriate business plan to meet and exceed revenue goals. This individual in responsible for partnering with our RVP and VP of Business Development, creating new and managing existing relationships with advisors to increase revenue.
Assists in all aspects of the sales process.
Schedule appointments with prospects.
Recruit prospects to events.
Proactively contact current advisors sharing updates, service advisor requests.
Make proactive sales calls to share life and annuity planning concepts and sales successes, identify sales opportunities, provide product information, gather marketing data, and offer sales support.
Prepare illustrations in a timely accurate fashion and follow-up to determine that illustrations meet advisor's needs and help complete the sale.
Answer or facilitate responses to advisor inquiries.
Follow-up on any new business issues.
Maintain strong knowledge of key competitors with the ability to highlight our competitive advantages without negative selling .
Establish and maintain productive, working relationships with financial advisors with the goal of earning their business.
Remain current on industry, technical and product knowledge.
Conduct a minimum of 300 calls per month and document in CRM.
Create referral opportunities and build a referral-based practice.
Assist existing team and Financial Advisors in the retention of current business (as needed).
Effectively market Clarity 2 Prosperity, C2P Advisory Group, and Prosperity Capital Advisors and show resilience through the prospecting process
Complete management reports in a timely manner.
Must be able to maintain strict confidentiality of corporate information.
Perform other duties and responsibilities as assigned.
Bachelor's Degree in accounting, finance, economic or business related field (highly preferred) or financial industry related experience.
2+ years of sales experience in the retirement plan industry (wholesales sales experience is a significant preference).
Life Insurance License required.
Series 65 and RICP Designation must be obtained.
Knowledge of the sales process with a focus on relationship building.
Strong marketing skills with the ability to work one-on-one with clients.
Superior time management skills
Ability to organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced environment.
Ability to operate effectively in a fast-paced, unsupervised environment
Ability to interact with all levels of management and advisors both internal and external.
Technologically savvy and proficient in Microsoft Suite.
High level written and verbal communication skills, strong decision making ability and excellent attention to detail.
Ability to think on their feet
Send your resume in strict confidence to:
Westlake, Ohio 44145
RE: Junior Sales Associate
You may also submit your application to: (see below)
Three Companies. One Vision.
Clarity 2 Prosperity (C2P) has developed three unique corporate entities to provide advisors with a flexible service experience to fit perfectly within their unique regulatory and business environments and preferences. Advisors can access Clarity 2 Prosperity's turnkey training resources through our fee-only programs (The Path or The Mastermind Group), or through an arrangement with a qualified corporate entity such as their broker-dealer, IMO or RIA. This fee may also be reduced or waived as part of their business affiliation with sister organizations C2P Advisory Group, our IMO division, or Prosperity Capital Advisors, our registered investment advisory firm.
Clarity 2 Prosperity
Clarity 2 Prosperity is a financial training, coaching and IP development organization led by financial advisors, coaches, mentors and business leaders committed to simplifying the financial planning process and improving the financial lives of American families. Its mission is to help advisors shift their mindset and planning process from being transactional to becoming holistic planners and service providers, coordinating all areas of their clients' financial lives including insurance, investments, tax, legal, Social Security and Medicare. The foundation of the training, processes and resources is based on the philosophy of collective wisdom from a mastermind group, in which like-minded advisors learn, share and grow their businesses together. New business-building ideas are continuously tested in model offices and once proven successful, scalable and repeatable, they are packaged into turnkey processes and added to an innovative, university-style E-learning platform for advisors and their teams to implement effectively.
C2P Advisory Group
C2P Advisory Group is a fiduciary-friendly insurance marketing organization that facilitates product screening, selection and support for fixed and fixed indexed annuities, single premium immediate and deferred-income annuities. As one of the first IMOs to apply for financial institution status with the Department of Labor, C2P Advisory Group is dedicated to providing and facilitating best-interest practices. Its founder began selling FIAs in his personal financial practice in 1995, the year they were first introduced, and has since developed the firm to include a team of CERTIFIED FINANCIAL PLANNERS to help position the products as a financial planning tool.
Prosperity Capital Advisors
Prosperity Capital Advisors (PCA) is an SEC Registered Investment Adviser that provides financial planning and asset management solutions to investment advisors nationwide. With an evidence-based investment philosophy, PCA works to create holistic portfolio options for the long-term investor.
Employment Type: Permanent
Work Hours: Full Time
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