Senior Sales Advisor

Plancorp
St. Louis, MO

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Job Details

Qualifications

Finance advising
Business development management
Customer communication
Financial sales
CFP
Referral-based lead generation
Webinars
Bachelor's degree in communications
Bachelor's degree in finance
Sales referrals
Networking through cold outreach
Bachelor's degree in business
Finance
8 years
Sales presentations
Salesforce Cloud
Bachelor's degree
Content creation for professionals
Investment client management
Sales management systems proficiency
Initial Contact (sales skills)
Prospecting
Business development within finance
Sales strategy
Client acquisition
Communications
Activity sales targets
Client growth strategy
New business target achievement
CRM system proficiency

Full Job Description

Plancorp
is seeking a Senior Sales Advisor to join the team to help share our unique approach to financial planning and wealth alignment to our targeted customer base of high-net worth individuals. Given the nature of the role,
flexibility is given
where you need to be to make meaningful connections that generate new business while
maintaining
work-life balance.
The ideal candidate has rich experience in both financial planning as well as new business development principles with a documented history of generating leads that turn into new clients from organic and strategic efforts.

Who We Are

Nationally recognized fee-only RIA firm

St. Louis based; in business for 40 years

AUM approximately $10 billion

Serve individuals, families, business owners, non-profit and institutions;

Our ideal clients are high-net-worth and in need of complex financial planning and investment management

Position Overview

Reporting to the Chief Growth Officer, the Senior Sales Advisor's main responsibility is to
establish
strategies to
identify
, engage with, and secure
outbound
prospecting opportunities to Plancorp clients in St. Louis and beyond.

You’ll
consistently work with marketing and our wealth management teams to find and connect with our ideal clients in the world, effectively nurture them, and then seamlessly onboard them as a new client.
You’ll
be a voice for the pain points of prospective clients and
be responsible for
identifying
resources or opportunities within the company to solve them.

Prospect and help
acquire
new ideal Plancorp clients through networking, referrals, and effective relationship management.

Collaborate with marketing to develop and execute strategic sales plans to achieve individual growth targets.

Serve as a thought leader in communicating our approach to ideal audiences through content, presentations, webinars, or other materials.

Become an evangelist of our newly developed sales model library, a set of visual models designed to differentiate our services and connect with prospects.

Dynamic experience and ability to shift between connecting with prospects analytically or empathically depending on their concerns or preferences.

Experimentation mindset to stick to a process enough to be able to effectively experiment within it to improve outcomes.

What You Bring:

10+ years of experience in business development or sales

8+ years of related experience in financial planning/advising.

2+ years of experience with a CRM, preferably Salesforce

Series 65, bonus points if you already have or are interested in pursuing a CFP designation.

Socially driven, comfortable taking initiative to network & make new professional connections.

Comfortable communicating with prospective clients virtually and in person.

A
Bachelors
Degree in Finance, Business,
Communication
or related field preferred.

Why Work
With
Us?
You’ll have the opportunity to learn from our team of experts, do work that touches people’s lives, and be a part of our unique culture. We take great care of the people who take care of our clients.
Comprehensive
rewards package includes annual bonuses,
daily
catered
lunch
and free access to a workout facility. People from underrepresented communities are
encourage
to apply. We look forward to meeting you!

Apply Now

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