AVP, Business Development

Carson Group; Omaha (NE); On-site; USD 75,400 - 114,950; Full time

Benefits offered by this job

401(k) with company match

Health insurance

Parental Leave

Sabbatical Leave

Dental Insurance

Vision Insurance

Life and AD&D Insurance

Disability Insurance

Wellbeing programs

Job summary

Carson Group in Omaha, NE seeks an AVP, Business Development to lead lead generation, cultivate advisor relationships, and drive regional sales. You will collaborate with VPs and national leaders to fill the pipeline and exceed targets.

The role requires a proven sales record in financial services, strong communication, and travel readiness; FINRA 65, CFP/CIMA preferred; base salary plus bonus and comprehensive benefits.

Qualifications

• Proven track record of achieving lead generation objectives.
• Strong organizational and follow-up skills.
• Thorough knowledge of the financial services industry.
• Ability to work independently and in a team environment.
• Excellent verbal and written communication skills.
• Proficient in Excel, Word, PowerPoint.
• Willing to travel and work weekends.

Responsibilities

• Generate leads for the sales team using various prospecting techniques.
• Fill and manage the Sales Pipeline with your territory.
• Support sales process from prospecting phase to conversion.
• Identify prospects and build relationships with Carson Group Partners.
• Leverage Carson Group Partner resources to achieve quarterly and annual targets.
• Coordinate successful Prospect events with Event Producer.
• Follow the company's sales process.
• Participate in weekly sales team meetings and training.
• Collaborate with BD team to drive sales.
• Participate in training and continuing education requirements.
• Perform duties to maintain and grow profitable business within the defined region.
• Demonstrate Carson Core Values.
• Position will travel nationally as needed.

Skills

Lead generation

Organizational skills

Industry knowledge

Independent work

Communication skills

MS Office

Travel readiness

Education

Bachelor’s degree or higher

Tools

FINRA Series 65 preferred

Job description

Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

Job Details

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Who We Want

The AVP, Business Development will have in-depth industry understanding, proven experience in prospecting and generating opportunities, current advisor relationships and be knowledgeable of key competitors in the marketplace.

The AVP, Business Development will be responsible for generating leads through various prospecting techniques, generate team production by leveraging regional events, network opportunities, the Carson Group network, and providing support to the National Sales Director, Vice President of Sales Enablement and Vice Presidents of Business Development. The Associate Vice President, Business Development will be responsible for and held accountable to both team and individual activity and sales targets on a weekly, monthly, quarterly, and annual basis.

What To Expect

• Generate leads for the sales team by using various prospecting and lead generation techniques.
• Work with the VPs to fill and manage the Sales Pipeline with your respective territory.
• Responsible for supporting sales process within region from prospecting phase to conversion.
• Identify prospects, build relationships with current Carson Group Partners, and add new Carson Group Partners.
• Leverage Carson Group Partner resources to achieve quarterly and annual targets.
• Work with Event Producer to coordinate successful Prospect events
• Follow the company's sales process.
• Participate in weekly sales team meeting and sales training.
• Collaborate with Business Development team to drive successful sales.
• Participate in training and continuing education requirements.
• Perform all other duties as needed or required to maintain and grow profitable business within the defined region.
• Demonstrate behaviors in alignment with the Carson Core Values.
• Position will travel nationally as needed.

What You Need

• Must have demonstrated track record of achieving lead generating objectives.
• Strong organizational and follow up skills.
• Thorough knowledge of industry.
• Must be able to work independently and in team environment.
• Excellent verbal and written communication skills required.
• Proficient in Excel, Word, PowerPoint.
• Must accept demand driven travel and weekend work.

Preferred Education And Experience

• Bachelor’s Degree or higher preferred.
• 3+ years’ experience as successful External Wholesaler, Internal Wholesaler or combination of both, or equivalent in the financial services industry required.
• FINRA series 65 licensed preferred.
• CFP®, CFA or CIMA designated preferred.
• Clean U-4 and U-5 history.

EEO Statement

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote health and wellness of its stakeholders by maintaining a tobacco-free workplace.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

The Total Rewards Expected For This Role Include

• Starting annual base salary between $75,400-$114,950.
• Variable compensation potential (Bonus and/or commissions).
• Target total compensation if sales goals/KPI’s are achieved is $250,000. This includes salary plus bonus income.
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.