Summary

DPL Financial Partners is seeking a dynamic, highly motivated individual preferably with a financial services background to join our firm. In this role, you will team up with the Sales Consultants to support field sales efforts through daily, persistent strategic prospecting, while providing excellent customer service to our member firms. 

 

Essential Duties and Responsibilities

• Prospect (phone, email, social) for new Member firms to join the DPL Platform.
• Hit and exceed daily contact goals and appointments
• Set appointments and participate in sales calls with the outside Territory Consultants.
• Maintain and monitor membership opportunities in Salesforce.
• Assist in scheduling on-boarding calls/meetings with new RIA members.
• Participate in on-boarding calls/meetings to ensure proper introduction to DPL team and services.
• Lead periodic follow up calls, emails, or meetings with existing RIA members.
• Team player with excellent communication skills. 

 

Competencies

To perform the job successfully, an individual should demonstrate the following competencies:

Analytical - Synthesizes complex or diverse information; collects and researches data; uses intuition and experience to complement data; designs work flows and procedures.

Job Knowledge - Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; requires minimal supervision.

Oral Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; participates in meetings.

Consultative Selling - Qualifies potential customers; builds rapport and establishes trust; asks questions to discover client business needs; applies product and market knowledge effectively.

Planning/Organizing - Prioritizes and plans work activities; uses time efficiently; plans for additional resources; sets goals and objectives; organizes or schedules other people and their tasks; develops realistic action plans.

 

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

Education and/or Experience

Bachelor’s Degree from an accredited college or university. Experience in the insurance sector or with RIAs with a focus in account support or internal sales is a plus.

 

Compensation

Competitive base + commission + benefits

 

Computer Skills

Proficient in Microsoft Office – Microsoft Word, Excel, and Power Point required. Salesforce, Pardot, preferred.

 

Certificates, Licenses, Registrations

Life insurance license preferred or the ability to obtain within specified period of time once hired (Company funded). Health insurance license preferred.