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Commonwealth Financial Network Manager, Outbound Sales Team in Waltham, Massachusetts

Whether you’re looking for a high-energy, inclusive atmosphere or a company that understands the importance of work/life balance, Commonwealth is your match. From generous bonus and 401(k) programs to tuition reimbursement and opportunities for flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs.

We’re looking for a team lead for the Outbound Sales (Growth and Acquisition) team to join our ranks. In this role, you’ll lead a team of sales specialists whose primary focus is to strategically manage our efforts to proactively reach out to prospective financial advisors. The team’s goal is to promote the benefits of bringing advisors’ practices to Commonwealth and to encourage those advisors to meet with our team responsible for closing business.

Key Responsibilities

  • Managing the team of sales specialists to ensure effectiveness of outreach efforts and alignment with Commonwealth’s messaging and strategic goals

  • Training the team for the requirements of the job, including the development of scripts and dialogue trees

  • Working closely with other teams to gain traction with advisors and uncover new opportunities to increase our advisor headcount

  • Contacting financial advisors to provide detailed information about Commonwealth’s products, services, and culture to enhance our effectiveness at closing leads

  • Conducting virtual meetings and conference calls with financial advisors or third parties (i.e., recruiters or wholesalers) to discuss Commonwealth

  • Reviewing lead status and data in Salesforce to ensure consistent use of platform and proper understanding of the lead pipeline

Core Strengths and Skills

  • Bachelor’s degree preferred

  • Five years of work experience, primarily at a financial services firm, required

  • Must have experience with the advisory business; knowledge of Commonwealth’s business model preferred

  • Strong presentation, communication, and organization skills required

  • FINRA Series 7 and 66 securities registrations preferred

  • Sales and management experience required

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves.

Picture Yourself Here

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you—we encourage employee growth both in your career and education; we are building out a robust diversity, equity, and inclusion program; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What’s not to love?

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you.

About Commonwealth

Commonwealth Financial Network® Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide.

J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Nine Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, which has earned us 43 Best Place to Work awards.

The Fine Print

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.

ID: W-2023-008

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Street: 29 Sawyer RD