VP, Business Development at Advisorgroup

Represent Osaic and our Wealth Management Firms, starting with a deep understanding of our Wealth Management suite of solutions, and following with research and observation to see how the solutions meet the needs of potential financial advisors/enterprises.
Meet quarterly and annual sales goals through the successful implementation of consultative selling tactics.
Nurture new leads and build relationships with qualified Financial Advisors and Enterprises and actively manage a sales pipeline through execution of the sales process.
Develop and implement a territory action plan through territory analysis, prospect research, and goal setting.
Daily, conduct research and prospecting activities, set discovery meetings, run home office visits and other virtual presentations, work with internal team members to oversee due diligence actions, negotiate deals, and close new business.
Use a mixture of consultative selling skills and company and industry knowledge to become a trusted advisor to prospects and answer questions.
Actively develop relationships with product sponsors, wholesalers, and other centers of influence to expand your pool of prospects.
Work across the Osaic to develop relationships with internal stakeholders and partners to drive efficient and effective processes and a five-star prospect experience.
Actively use Salesforce to track activities, manage leads, develop new opportunities, and build strong pipelines.
Work closely with Business Development team members and management to foster peer-to-peer best practice sharing and coaching.
Other duties as assigned
Education Requirements:
Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
Basic Requirements:
Minimum 10+ years of experience in the financial services industry
Track record of successful sales/recruiting in the financial industry
Ability to influence high-level decision makers
Thorough knowledge of wealth management products and operations
Strong understanding of the financial services industry
Sales and marketing experience with financial and analytical acumen
Knowledge of Microsoft Office Suite (Word, PowerPoint, Excel, Outlook) and CRM's; ability to learn and demonstrate proprietary systems
Strong focus on customer service
Ability to stay organized and balance and prioritize multiple priorities
Strong public speaking skills
Ability to work across teams to achieve goals
Strong oral and written communication skills
Decision-making, particularly in a high-growth and risk-charged environment
Ability to travel up to 25% of the time.
Preferred Requirements:
FINRA Series 7, 24, and 65 /66 preferred
Life/Health insurance license
Project management skills
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VP, Business Development

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