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Financial Advisor Recruiter


PayCompetitive
LocationRemote
Employment typeFull-Time

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  • Job Description

      Req#: R4316
      Why USA Financial?

      At USA Financial, we are always searching for extraordinary people to join our team who are self-motivated, enthusiastic team players. If you are willing to work hard and learn our proven system, there is no limit to what the future will hold for you at USA Financial. USA Financial employees are aggressive, energetic problem solvers who work well in a high energy atmosphere. If this sounds like you, we welcome you to apply today to become a successful member of USA Financial Team.

      The USA Financial subsidiaries have cohesively knitted-together a dually registered Independent Broker Dealer and SEC Registered Investment Advisor, an Insurance Marketing Organization (IMO / FMO to access top carriers, products & insurance distribution), Formulas - a 2nd SEC Registered Investment Advisor (RIA AUM to provide turnkey formulaic money management), USA Financial Exchange - a 3rd SEC Registered Investment Advisor (a TAMP platform with over $1B in assets), and Financial HQ for Marketing & Technology Solutions.

      Job Summary
      Assist Strategic Partner Development Account Managers in supporting key relationships, spanning broker dealer, RIA, carrier, and strategic agency partnerships. Support relationship growth through creating business plans, overseeing partner conference planning, identifying new opportunities, creating efficiencies through development of processes and procedures, etc. Manage projects as assigned for Strategic Partner Development initiatives from strategic planning phase through successful execution. Serve as liaison between Strategic Partner Development and other areas of the Sales division and overall organization.

      Job Description

      Requirements and/or Qualifications:
      Financial services (industry) knowledge (preferred)
      Experience successfully recruiting to a Broker/Dealer, RIA, and/or FMO/IMO (preferred)

      Previous track-record of successful sales/recruiting experience
      Self-Starter
      Effective Communication
      Thick-skinned (handles rejection well)
      No Phone-Call Reluctance
      Excellence on the phones
      Comfortable and Professional during virtual/video calls
      Thrive in environment motivated by closing perspective advisor recruits, commissions, incentives, and activity
      Ability to CLOSE

      Responsibilities:
      Effectively making 75-100+ phone calls daily (hot and cold)
      Persistency and commitment to a sound recruiting regimen to recruit advisors to the USA Financial platform(s) (BD, RIA, TAMP, IMO).
      Successfully recruit right fit top-performing advisors to a Discovery Day Experience, where leadership, and a Senior Business Development Consultant will assist in finalizing the recruitment and transition.
      Able to articulate the unique value proposition of USA Financial with passion and conviction
      Able to fluently discuss all of USA Financial's systems, processes, and technology that is available to help independent advisors build, grow and sustain their ideal practice

      Simply put, a successful Recruiter is effective at getting right-fit advisors to the Discovery Day Experience (to pass the torch to the rest of the Business Development Team), and then is able to go back out and start again from scratch to find the next advisor! Robust recruiting tools/systems/processes and lead-generation support are all provided.

      NOTE: This role is NOT:
      Responsible for the ongoing relationship and/or wholesaling of the financial advisor; rather, that will be handled by the team of Senior Business Development Consultants.
      A Staffing/HR talent sourcing role

      About USA Financial
      The USA Financial subsidiaries have cohesively knitted-together a dually registered Independent Broker Dealer and SEC Registered Investment Advisor, an Insurance Marketing Organization (IMO / FMO to access top carriers, products & insurance distribution), Formulas - a SEC Registered Investment Advisor (RIA AUM to provide turnkey formulaic money management), USA Financial Exchange a SEC Registered Investment Advisor (a TAMP platform with over $1B in assets), and Financial HQ for Marketing & Technology Solutions.

      Equal Employment Opportunity Statement

      We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

      Americans with Disabilities Act (ADA) Statement

      We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com.

      Pay Transparency Statement

      We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

      Background Screening Statement

      Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.

      Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
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