Advisor Platform Adoption Specialist

DPL Financial Partners; Louisville (KY); Hybrid; USD 70,000 - 90,000; Full time

Job summary

DPL Financial Partners is hiring an Internal Consultant to enhance the adoption of its platform by registered investment advisors. This role requires a highly motivated sales professional to engage advisors daily, demonstrate the value of the platform, and drive business growth.

The ideal candidate holds a Bachelor's degree and has 3-5 years of relevant sales experience. The position offers an adaptable work environment with a focus on building relationships and mastering consultative sales tactics.

Qualifications

• 3-5 years of sales experience in financial services or related fields.
• Experience working with Registered Investment Advisors (RIAs) preferred.
• Life insurance license preferred, or willingness to obtain.

Responsibilities

• Engage financial advisors daily through calls and meetings.
• Conduct platform demonstrations showcasing DPL technology.
• Achieve or exceed monthly sales and platform adoption goals.
• Maintain an accurate sales pipeline and track activity in Salesforce.

Skills

Sales experience

Presentation and communication skills

Consultative selling

CRM tools proficiency

Structured sales methodologies knowledge

Education

Bachelor's degree

Tools

Salesforce

Job description

DPL Financial Partners is hiring an Internal Consultant to enhance the adoption of its platform by registered investment advisors. This role requires a highly motivated sales professional to engage advisors daily, demonstrate the value of the platform, and drive business growth.

The ideal candidate holds a Bachelor's degree and has 3-5 years of relevant sales experience. The position offers an adaptable work environment with a focus on building relationships and mastering consultative sales tactics.