Financial Advisor Recruiter

Amerilife; Oregon; Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

PTO

Health insurance

Dental insurance

Vision insurance

Retirement plan

Disability insurance

Life insurance

Job summary

AmeriLife's USA Financial division seeks a dynamic Recruiter to identify and hire top advisors for BD, RIA, and IMO channels. You will conduct 75–100+ daily calls, articulate the value proposition, and guide candidates through Discovery Day experiences.

The role rewards persistence with commissions and incentives; you will collaborate with leadership and a Senior BDC to close deals, then resume outreach to find the next advisor.

Qualifications

• Financial services knowledge (preferred)
• Experience recruiting to Broker/Dealer, RIA, and/or FMO/IMO (preferred)
• Track record in sales/recruiting
• Self-starter with strong communication
• Comfortable with virtual/video calls
• Goal-oriented with ability to CLOSE

Responsibilities

• Make 75-100+ phone calls daily (hot and cold)
• Recruit advisors to USA Financial BD, RIA, TAMP, IMO platforms
• Onboard top advisors via Discovery Day Experience with leadership support
• Articulate USA Financial value proposition with passion
• Discuss USA Financial systems, processes, and tools with candidates
• Repeat outreach to recruit subsequent advisors

Skills

Recruiting

Sales

Phone selling

Communication

Self-motivation

Closing deals

Cold calling

Persistence

Job description

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

The USA Financial subsidiaries have cohesively knitted-together a dually registered Independent Broker Dealer and SEC Registered Investment Advisor, an Insurance Marketing Organization (IMO / FMO to access top carriers, products & insurance distribution), Formulas - a SEC Registered Investment Advisor (RIA AUM to provide turnkey formulaic money management), USA Financial Exchange a SEC Registered Investment Advisor (a TAMP platform with over $1B in assets), and Financial HQ for Marketing & Technology Solutions.

Requirements and/or Qualifications

• Financial services (industry) knowledge (preferred)
• Experience successfully recruiting to a Broker/Dealer, RIA, and/or FMO/IMO (preferred)
• Previous track-record of successful sales/recruiting experience
• Self-Starter
• Effective Communication
• Thick-skinned (handles rejection well)
• No Phone-Call Reluctance
• Excellence on the phones
• Comfortable and Professional during virtual/video calls
• Thrive in environment motivated by closing perspective advisor recruits, commissions, incentives, and activity
• Ability to CLOSE

Responsibilities

• Effectively making 75-100+ phone calls daily (hot and cold)
• Persistency and commitment to a sound recruiting regimen to recruit advisors to the USA Financial platform(s) (BD, RIA, TAMP, IMO).
• Successfully recruit right fit top-performing advisors to a Discovery Day Experience, where leadership, and a Senior Business Development Consultant will assist in finalizing the recruitment and transition.
• Able to articulate the unique value proposition of USA Financial with passion and conviction
• Able to fluently discuss all of USA Financials’ systems, processes, and technology that is available to help independent advisors build, grow and sustain their ideal practice
• Simply put, a successful Recruiter is effective at getting right-fit advisors to the Discovery Day Experience (to pass the torch to the rest of the Business Development Team) and then is able to go back out and start again from scratch to find the next advisor! Robust recruiting tools/systems/processes and lead-generation support are all provided.

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [e-mail].

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.