Regional Planning Specialist Regional Planning Specialist …

Cetera Financial Group
in Schaumburg, IL, United States
Permanent, Full time
Be the first to apply
Cetera Financial Group
in Schaumburg, IL, United States
Permanent, Full time
Be the first to apply
Regional Planning Specialist
Regional Planning Specialist .

Position Title: RegionalPlanning Specialist, Cetera Financial Group

What we need:

Cetera Financial Groupis currently seeking a Regional Planning Specialist in Chicago, IL.  This is a unique opportunity to join our team to direct salesactivities in the Midwestern region. 

The role of RegionalPlanning Specialists consists of significant breadth and complexity rangingfrom product knowledge across all product categories to a deep understanding ofthe regulatory environment to expertise in practice managementconsulting. 

What you will do:
  • Direct sales activities in assigned region.
  • Work closely with internal planning specialist to increase sales in the assigned region/area and develop and maintain relationships.
  • Actively participate in new-advisor activity for assigned region/area.
  • Provide practice management consulting to advisors to maximize their efficiency and effectiveness.  Works as designated supervisor for the assigned region, ensuring that advisors are aware of and are working within regulatory rules and meeting compliance requirements.
  • May participate on special projects contributing directly to sales efforts in such areas as product development, marketing and compensation.
  • May conduct sales promotions and product training meetings.
  • Primarily interacts with financial advisors in the assigned region.  Interacts with multiple areas of the company to ensure and environment that is conducive to sales growth.
  • Responsible for making decisions associated with increasing sales revenue and building strong and lasting relationships with advisors.  Also responsible for making compliance decisions that may result in fines or termination of advisors affiliation with the company.
  • Acts as Principal (designated supervisor) over approximately 200 advisors.
  • The RPS will have extensive investment advisory, annuity and life insurance product knowledge.
  • Weekly travel throughout the assigned region
What you need to have:
  • 7-10 years of sales and/or marketing experience
  • Bachelors degree or equivalent experience
  • Series 24, 7, 63, 66, or 65 and life insurance required
  • Proven relationship management ability
  • Demonstrated problem solving skills

Really catch our eyewith:

  • Excellent verbal and written communication skills
  • Polished presentation capability
  • Team Player

What we give you inreturn:

Our competitive Healthprogram offers a comprehensive benefits package that supports healthylifestyles, preventative care and helps to protect against hardship. Ourretirement plan offers our employees the opportunity to plan ahead for a strongfinancial future well beyond their working years. 

About Cetera FinancialGroup

® ("Cetera") is a leading network of independent retailbroker-dealers empowering the delivery of objective financial advice toindividuals, families and company retirement plans across the country throughtrusted financial advisors and financial institutions. Cetera is thesecond-largest independent financial advisor network in the nation by number ofadvisors, as well as a leading provider of retail services to the investmentprograms of banks and credit unions.

Through its multipledistinct firms, Cetera offers independent and institutions-based advisors thebenefits of a large, established broker-dealer and registered investmentadviser, while serving advisors and institutions in a way that is customized totheir needs and aspirations. Advisor support resources offered through Ceterainclude award-winning wealth management and advisory platforms, comprehensivebroker-dealer and registered investment adviser services, practice managementsupport and innovative technology.

"" refers to the network of retail independent broker-dealersencompassing, among others, , ,  , , , and .

Cetera Financial Group is committed to providing an equalemployment opportunity for all applicants and employees. For us, this is theonly acceptable way to do business. Accordingly, all employment decisions atthe Cetera Financial Group, including those relating to hiring, promotion,transfers, benefits, compensation, and placement, will be made without regardto race, color, ancestry, national origin, citizenship, age, physical and/ormental disability, medical condition, pregnancy, genetic characteristics,religion, religious dress and/or grooming, gender, gender identity, genderexpression, sexual orientation, marital status, U.S. military status, politicalaffiliation, or any other class protected by state and/or federal law.

Agencies please note:this recruitment assignment is being managed directly by Ceteras TalentAcquisition team. We will reach out to our preferred agency partners in therare instance we require additional talent options. Your respect for thisprocess is appreciated.

Primary Location: US-IL-Schaumburg
Work Locations:
Job: Sales
Organization: Cetera Financial Group
Schedule: Full-time
Job Posting: Sep 21, 2020, 4:50:14 PM
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