Sales Recruiter – Financial Advisor Talent Acquisition

Magnolia Wealth Strategies; Pensacola (FL); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

$60,000-$65,000 annual base salary

Incentive opportunity tied to hires

Subsidized health, dental, and vision

Job summary

Magnolia Wealth Strategies in Pensacola, FL is seeking a Sales Recruiter to build a pipeline of prospective Financial Advisors in the Pensacola market. The role focuses on outbound outreach, relationship development, and active discovery conversations to assess fit and potential business development.

You will manage candidates through the recruiting pipeline, collaborate with internal teams, and track activity in the ATS.

Qualifications

• 2+ years of experience in recruiting, sales, business development, or related role.
• Experience recruiting for commission-based sales professionals or working in commission-based sales.
• Proven ability to prospect, conduct outbound outreach, generate conversations, and build relationships.
• Comfort in a goal-oriented environment with measured activity and pipeline results.
• Strong communication skills and ability to quickly build rapport.
• Ability to ask thoughtful questions, uncover motivations, and assess opportunity fit.
• Persistence with follow-up, including with prospects not ready to move immediately.
• Experience using a CRM/ATS or other pipeline-management technology.
• Willingness to travel within the assigned market.

Responsibilities

• Build and maintain a consistent pipeline of prospective Financial Advisors within an assigned market.
• Prospect through direct outreach, databases, referrals, social media, job boards, networking, events, and community relationships.
• Conduct personalized outbound outreach versus relying primarily on inbound applicants.
• Develop relationships with centers of influence, educational institutions, professionals, Advisors, and employees to generate referrals.
• Run discovery conversations to understand career goals, motivations, experience, and fit.
• Follow up consistently and cultivate candidates who are not ready for an immediate career move.
• Manage candidates through the recruiting pipeline while maintaining clear next steps and follow-up commitments.
• Track prospecting activity, candidate stages, sources, follow-up dates, and pipeline outcomes in the ATS.
• Use pipeline and conversion data to identify strong sourcing strategies and adjust activity accordingly.
• Partner with Branch Leaders, Advisors, Marketing, licensing and onboarding teams, and Home Office recruiting resources.
• Represent Magnolia professionally in the market and communicate the opportunity, culture, development resources, and entrepreneurial career path.
• Create ongoing candidate conversations by not waiting for applications.
• Maintain a healthy pipeline of qualified Financial Advisor prospects.
• Work toward measurable activity, pipeline, and hiring goals.
• Build referral sources and relationships that generate continued candidate opportunities.
• Ensure timely communication, thoughtful discovery, and clear next steps for candidates.
• Keep ATS and pipeline information organized, accurate, and current.
• Use results and market feedback to continuously improve sourcing and outreach.
• Develop a strong understanding of Magnolia’s business, the Financial Advisor career, and traits associated with successful Advisors.

Skills

Prospecting

Outbound outreach

Communication

Relationship building

Pipeline management

Travel willingness

Experience in recruiting

Commission-based sales background

Education

Bachelor’s degree preferred

Tools

CRM/ATS

Job description

Magnolia Wealth Strategies is hiring a Sales Recruiter to grow a pipeline of prospective Financial Advisors in Pensacola, FL.

Responsibilities

• Build and maintain a consistent pipeline of prospective Financial Advisors within an assigned market
• Prospect through direct outreach, databases, referrals, social media, job boards, networking, events, and community relationships
• Conduct personalized outbound outreach versus relying primarily on inbound applicants
• Develop relationships with centers of influence, community partners, educational institutions, professionals, Advisors, and employees to generate referrals
• Run discovery conversations to understand career goals, motivations, experience, business-development potential, coachability, resilience, and overall fit
• Follow up consistently and cultivate candidates who are not ready for an immediate career move
• Manage candidates through the recruiting pipeline while maintaining clear next steps and follow-up commitments
• Track prospecting activity, candidate stages, sources, follow-up dates, and pipeline outcomes in the Agency Tracking System (ATS)
• Use pipeline and conversion data to identify strong sourcing strategies and adjust activity accordingly
• Partner with Branch Leaders, Advisors, Marketing, training leaders, licensing and onboarding teams, and Home Office recruiting resources
• Represent Magnolia professionally in the market and communicate the opportunity, culture, development resources, and entrepreneurial career path
• Create ongoing candidate conversations by not waiting for applications
• Maintain a healthy pipeline of qualified Financial Advisor prospects
• Work toward measurable activity, pipeline, and hiring goals
• Build referral sources and relationships that generate continued candidate opportunities
• Ensure timely communication, thoughtful discovery, and clear next steps for candidates
• Keep ATS and pipeline information organized, accurate, and current
• Use results and market feedback to continuously improve sourcing and outreach
• Develop a strong understanding of Magnolia’s business, the Financial Advisor career, and traits associated with successful Advisors

Requirements

• 2+ years of experience in recruiting, sales, business development, talent sourcing, or another relationship-driven role
• Required: experience recruiting for commission-based sales professionals OR personally working in a commission-based sales role
• Proven ability to prospect, conduct outbound outreach, generate conversations, and build relationships
• Comfort working in a goal-oriented environment with measured activity and pipeline results
• Strong communication skills and ability to quickly build rapport
• Ability to ask thoughtful questions, uncover motivations, and assess opportunity fit
• Persistence and discipline with follow-up, including with prospects not ready to move immediately
• Strong organizational skills to manage multiple candidates and opportunities at once
• Experience using a CRM, ATS, or other pipeline-management technology
• Ability to use activity and conversion data to improve results
• Plus: experience recruiting or selling in financial services, insurance, wealth management, professional services, or another entrepreneurial sales environment
• Bachelor’s degree preferred but not required
• Willingness to travel within the assigned market and occasionally accommodate events or candidate schedules outside standard business hours

Technologies

• Agency Tracking System (ATS)
• CRM

Benefits

• $60,000-$65,000 annual base salary
• Incentive opportunity tied to eligible hires, desired Advisor mix, candidate quality, consistent execution, and achievement of approved recruiting goals
• Subsidized health, dental, and vision insurance
• Company-paid life insurance
• Short-term disability
• 401(k) plan with employer match
• Paid time off
• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance

Work Location

• In person
• Pensacola, FL 32503 (Required)

Compensation

• USD 60,000 - 65,000 per year

Application Question

• Have you previously recruited for a commission-based sales role or personally worked in a commission-based position?