Financial Advisor Recruiter

UNKNOWN; Oregon; Hybrid; USD 50,000 - 85,000; Full time

Benefits offered by this job

PTO

Health/dental/vision insurance

Retirement savings plan

Job summary

USA Financial is seeking a proactive Recruiter to join our team in the United States. You will target independent advisors, make outbound calls, qualify fit, and invite candidates to Discovery Day Experiences for finalization with leadership support.

The role emphasizes closing perspective advisor recruits, earning commissions and incentives, and leveraging robust recruiting tools and lead-gen support to sustain ongoing recruitment.

Qualifications

• Financial services 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.

Skills

Financial services knowledge

Recruiting to Broker/Dealer/RIA

Sales recruiting experience

Self-Starter

Excellent communication

Thick-skinned

Phone-call proficiency

Close on candidates

Job description

Why USA Financial?

At USA Financial, we are always searching for extraordinary people to join our team who are self-motivated, enthusiastic team players. If you are willing to work hard and learn our proven system, there is no limit to what the future will hold for you at USA Financial. USA Financial employees are aggressive, energetic problem solvers who work well in a high energy atmosphere. If this sounds like you, we welcome you to apply today to become a successful member of USA Financial Team.

The USA Financial subsidiaries have cohesively knitted-together a dully registered Independent Broker Dealer and SEC Registered Investment Advisor, an Insurance Marketing Organization (IMO / FMO to access top carriers, products & insurance distribution), Formulas - a 2nd SEC Registered Investment Advisor (RIA AUM to provide turnkey formulaic money management), USA Financial Exchange - a 3rd SEC Registered Investment Advisor (a TAMP platform with over $1B in assets), and Financial HQ for Marketing & Technology Solutions.

Job Summary

Job Description

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]](mailto:[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.