Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.

SUMMARY:  The External Sales Manager will be responsible for growing and developing the firm’s existing various referral channel programs and exploring and nurturing new referral sources.  This role is critical to future sales initiatives for the firm.  This is an excellent opportunity for an experienced industry sales professional who loves working directly with businesses and clients, has a proven track record of sales success, and wants to work in a goal-oriented, challenging, and rewarding environment. This full-time role will work out of one of our Allworth Financial office locations.   

This is a full-time, Exempt position, that can be performed from any of our existing office locations (Find a Financial Advisor Near You | Allworth Financial). This role offers a competitive base salary based on the candidate's experience and a performance-based bonus.

DUTIES AND RESPONSIBILITIES:

  • Quickly builds trust and confidence with clients and businesses.
  • Communicates effectively to deliver a great first impression for our sales opportunities.
  • Make calls in high volume to reach sales initiatives and goals.
  • Call on highly valued Custodial Referral Program opportunities.
  • Call on and follow up with leads to engage potential clients in our sales flow process.
  • Takes ownership of sales initiatives and seeks best course of action to achieve those goals.
  • Actively seeks to be innovative in creating and pursuing sales opportunities.
  • Consistently communicates our firm’s value proposition effectively
  • Approaches goals set by leadership with a positive attitude.
  • Contributes to Allworth’s desirable work environment and culture.
  • Consistently demonstrating Allworth’s guiding principles.
  • Make wholesaling presentations to Referral Partners at events and branch locations.
  • Communicates effectively to potential businesses, industry professionals, and clients to demonstrate the value of referral partnerships with the firm.
  • Partners with Sales Leadership to achieve high sales results.

EXPERIENCE AND QUALIFICATIONS:

  • 3+  years of Financial Services sales experience over the phone and/or in person
  • Business Development of Wholesaling experience in the Financial Services industry strongly preferred
  • Strong work ethic with no fear of rejection
  • Excellent verbal and written communication skills
  • Ability to communicate financial planning and wealth management concepts and topics in a simple and digestible manner
  • Flexible, approachable and can quickly embrace change in goals and objectives
  • Strong track record of demonstrating successful sales skills over various roles and time periods/market environments
  • High degree of verbal and visual professionalism
  • Motivated by a natural entrepreneurial spirit
  • Experience with a Sales Client Relationship Management (CRM) system is a plus
  • BS/BA degree preferred; High school diploma or GED required

 

BENEFITS

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

  • Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
  • Dental insurance with MetLife
  • Vision insurance with VSP
  • Optional supplemental benefits
  • Healthcare savings accounts with company contribution
  • Flexible spending accounts
  • Flexible working arrangements
  • Generous 401K contributions 
  • Exempt associates qualify for our flexible paid time off policy.
  • Non-Exempt associates will receive 25.5 days of paid time off annually, which includes holidays, during the first three years of employment. 
  • Option to participate in our Equity Purchase Program
  • Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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