Divisional Vice President - Broker Dealer and RIA Recruiting

6w1 month ago

Ameritas

US · Full-time · $180,000 – $250,000

About this role

Ameritas is seeking a Divisional Vice President to focus on recruiting independent financial professionals to Ameritas Investment Corp. and Ameritas Advisory Services. In this role you will identify and successfully recruit advisors who seek to operate an independent business with a true business partner.

You will build and deploy a comprehensive relationship management strategy for agency and advisor distribution channels. You will serve as the driving force communicating the AIC/AAS value proposition to the financial professional community through prospecting calls and formal presentations.

This position is remote and does not require regular in-office presence. You will coordinate home office visits, networking dinners, and represent AIC/AAS at trade shows while managing transition consultants to drive successful onboarding experiences.

At Ameritas our mission is Fulfilling Life by helping people invest in themselves through trusted financial products and advice. You will prepare activity and pipeline reports and deliver updates to key constituencies across the Ameritas enterprise.

Requirements

Bachelor’s degree or equivalent combination of education and experience
Ability to qualify prospects based upon comprehensive engagement questionnaire
Skill developing innovative strategies and detailed sales plans to attain recruitment goals
Experience coordinating home office visits, networking dinners, and receptions for prospective representatives
Ability to prepare detailed activity and pipeline reports for enterprise stakeholders

Responsibilities

Contribute meaningfully as a member of the broker dealer and RIA leadership team
Develop and maintain an effective recruiting and relationship management strategy supporting agency growth objectives
Recruit qualified registered representatives and investment advisor representatives by developing leads from multiple sources
Manage the comprehensive CBA review process and creation of transition assistance packages
Conduct prospecting calls and utilize consultative sales skills to recruit new business
Prepare and deliver formal business presentations highlighting platforms, products, technology, and service
Develop relationships with product sponsors, wholesalers, and other contacts as sources of new lead generation
Manage and direct transition consultants to drive successful onboarding experiences