Partner Integration Internal - Plano - Credent Wealth Management

    Credent Wealth Management
    Credent Wealth Management Plano

    1 week ago

    Description

    Purpose:


    The Partner Integration Internal is responsible for supporting sales growth goals by partnering with the Partner Integration sales team to call, develop, and maintain relationships with financial advisors.

    This role focuses on proactive outbound sales activity with advisors in coordinating meetings, scheduling networking events, and setting up targeted geographic location development activities along with continued follow-up to support the sales team.

    The Partner Integration Internal will provide management and coordination of our Partner Integration Associates at a specific location.

    They lead, manage, and hold accountable PIAs for contacting "advisor prospects" from a company provided call list, conducting outbound calls and e-mails with the intent of qualifying advisors as potential M&A prospects, and scheduling introductory meetings with the advisor.


    Job Responsibilities:
    Sales, Process, and Relationship Management


    • Actively manage the prospect funnel to ensure continued follow up while working to drive advisors to act within the sales funnel process.
    • Actively manage the Partner Integration Sales Core process to ensure continuous improvement and document how to's.
    • Occasionally participate in meetings to determine how to support and improve the process and close ratio.
    • Work with the Partner Integration Sales team to execute a coordinated geographic event networking plan.
    • Assist in pipeline development and management through calling prospects on a defined frequency basis.
    • Support the Partner Integration sales team providing support information such as point of service sales materials, company presentation materials, advisor newsletters, and other related information and documents.
    • Support the Partner Discovery Day events through coordination of materials and organization of event.
    • Maintain an understanding of the company's value proposition, market trends and competitive landscape.
    • Track activity, leads, and sales results in CRM systems; maintain accurate and timely data.
    • Prepare reports, territory analytics, and business insights for the Partner Integration Sales team.
    • Respond promptly to advisor's inquiries related to questions and meetings
    • Coordinate with internal departments (operations, compliance, marketing) to support the sales process.
    Team Lead Responsibilities


    • Supervise daily activities and effectiveness of the Partner Integration Associates (PIA's) to ensure performance metrics are achieved through training, support, accountability, and corrective actions.
    • Accountable for ensuring PIA's understand and achieve their performance metrics (Know Thy Number and Core Process Metrics)
    • Ensure that the Partner Integration Core Process for PIA outreach is followed consistently.
    • Responsible for training new PIA's in location of job responsibilities, scripts and sales materials.
    • Understand and maintain a staffing resource plan that achieves department metrics and anticipated turnover.
    • Communicate anticipated staffing needs and coordinate with Human Resources to ensure staffing requirements are maintained.
    • Interview and recommend staffing selections based on role based and culture fit requirements.
    • Work with all other team members in a way that is conducive to the mission, values, and beliefs of the company to provide service beyond expectations.
    • Comply with company-wide policies and regulations.
    Education
    Bachelor's degree in finance, Business, or related field (or equivalent experience).
    Experience

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