What are the responsibilities and job description for the Advisor Development Director position at Renaissance Financial?
About Renaissance Financial
Renaissance Financial is a comprehensive Financial Services Firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom… one relationship at a time. Our true team approach and entrepreneurial atmosphere set us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our team members.
We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
The mission of this full-time position is to assist in the development of Silver Advisors through the Advisor Marketing Program.
Primary Responsibilities
- Partner with Sales Management team in Omaha to assist with Silver Advisor development of marketing strategies, plans, and related benchmarks.
- Lead the Advisor Marketing Program with Omaha Silver Advisors. Assist Silver Advisors with creating marketing plans and meet bi-monthly to provide accountability, strategy and support.
- Track Silver Advisor marketing activity. Develop resources and tools based on the progress of the Silver Advisors’ activity to ensure success.
- Establish team atmosphere through leadership and team member development.
- Participate in Advisor recruiting interviews and work with Director of Recruiting and Sales Managers in Advisor hiring process. Conduct two check-in meetings with Advisors in testing process.
- Maintain wholesaler visit schedule and coordinate all necessary arrangements.
- Work with Advisor Development Directors from all cities to develop new ideas for the Advisor Marketing Program and for the Silver Advisors.
- Develop and organize trainings and workshops for Silver Advisors. Coordinate with other RFC team members to organize trainings.
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
- Bachelor’s degree or equivalent job experience preferred
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.
- We are committed to providing an accessible work environment. If you need accommodations during the application or employment process, please let us know.
Benefits and Incentives
- Employer Paid Medical Insurance.
- Employer provided 401k contribution (up to 10% based on team member eligible compensation annually).
- Potential for Annual Variable Compensation and Bonuses.
- Employer Licensing Coverage and Growth Opportunities.
