What are the responsibilities and job description for the Agency Builder/Team Leader position at The Master Plan Financial?
We are a different kind of Financial Services company. We truly are the NO Pressure people. We believe that if you educate people properly, and at a level that they can understand, they are smart enough to know if they wish to learn more. If they do, we proceed, and if not, at least they've received the financial education they likely never received growing up.
Leaders we are looking for:
Seeking Successful Professional Marketing and/or Sales Leaders. These people love connecting with new people and truly care. They have a strong personality and are able to build trust with people quickly and develop long-lasting relationships. They are organized, have a great attitude, are ambitious, and are seeking meaningful work.
Why people love working here:
- The work we do makes a big difference; folks feel good about what we can do for people
- Unlimited earning potential to earn what you're worth, i.e., you work hard, you earn well
- Mentorship-ability to learn from a seasoned expert who's succeeding today
- Flexibility of hours
- Tons of training to sharpen your skills and help you go faster and farther
- No quotas, you set your goals and we'll clearly define what it will take to meet them
- Ability to earn Great trips that the company and our business partners foot the bill for
- We are challenged to grow and develop personally, and encouraged by our great leaders
- We have Amazing people and a company culture that makes it feel more like a family
- The ability to build your own business, should you choose, without a large overhead expense.
- Ability to participate in the profit share of the company, should you
Tasks:
- Meet new people monthly (ideally 2-10 new people) in everyday life and at networking.
- Schedule meetings with prospects
- Invite prospects to attend workshops or to meet with their business partner
- Attend training and events to further their personal knowledge
- Develop solutions to meet the needs of the prospect
- Submit business, track, and deliver solutions to clients
- Maintain prospect and client database to service clients and continue to grow your agency
Requirements:
- Bachelor's degree preferred
- 2 years of sales or marketing experience
- Self starter
Skills Needed
- People skills- strong Emotional Intelligence (EQ)
- Strong computer skills
- Project management skills
- A heart for serving people
Work schedule:
- Part Time, Dual Career or Full Time (Flexible)
Education:
- Bachelor's (Preferred)
Experience:
- Sales Experience: 3 years (Preferred)
Requirements:
- Driver's License (Required)
- Background check
- Financial Services
- Part-time/Full-time