Position Title: Sales Support Associate
What we need:
Cetera Financial Group is currently seeking a Sales Support Associate for our company's office located in St. Cloud, MN. This is a unique opportunity to be part of a growing area of our firm and directly support our amazing Representatives.
What you will do:
Develop and maintain an Implementation timeline for each new Financial professional, Sales Assistant, and/or Branch Administrator. Ensure implementation activities, including completion of paperwork, training, and appropriate licensure occurs in conjunction with the timeline of their on-boarding.
Efficiently draft offer letters for potentially new associates
Conduct periodic status meetings with recruiters and/or Branch Managers and various departments to ensure successful on-boarding. Monitor the on-boarding progress of associates and resolve issues.
Assist with campaign generation and development for the field.
Maintain lead generation w/in Saleforce.com
Arrange necessary meetings, assist with on-site meetings
Maintain and provide accurate monthly reports on all associates
Make Outbound dials and cold calls
Other duties as assigned.
What you need to have:
Really catch our eye with:
The ability to work with many diverse assignments with minimal direction and attention to detail
Experience in a position requiring a high level of organization and/or project management skills
Experience in dealing with many different levels in an organization
Marketing and/or Recruiting Experience is a plus
Salesforce experience is a plus.
Our top performers share the following traits:
Adaptable to change in a fast-paced environment
Courteous and empathetic to client concerns
Superior listening skills
Positive role model to colleagues
Team player attitude
Energetic and results-oriented
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.
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, and First Allied Securities.
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.
Cetera Financial Group