Financial Advisor Recruiter

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Accountant Jobs
1 month
United States
Illinois
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ID: 932707
Published 1 month ago by Amerilife Group, LLC
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In Accountant Jobs category
Chicago, Illinois, United States
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Full job description
Our Company
Explore how you can contribute at AmeriLife.
For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.
Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Job Summary
Job Description
Requirements and/or Qualifications:
Financial services (industry) knowledge (preferred)
Experience successfully recruiting to a Broker/Dealer, RIA, and/or FMO/IMO (preferred)
Previous track-record of successful sales/recruiting experience
Self-Starter
Effective Communication
Thick-skinned (handles rejection well)
No Phone-Call Reluctance
Excellence on the phones
Comfortable and Professional during virtual/video calls
Thrive in environment motivated by closing perspective advisor recruits, commissions, incentives, and activity
Ability to CLOSE
Responsibilities:
Effectively making 75-100+ phone calls daily (hot and cold)
Persistency and commitment to a sound recruiting regimen to recruit advisors to the USA Financial platform(s) (BD, RIA, TAMP, IMO).
Successfully recruit right fit top-performing advisors to a Discovery Day Experience, where leadership, and a Senior Business Development Consultant will assist in finalizing the recruitment and transition.
Able to articulate the unique value proposition of USA Financial with passion and conviction
Able to fluently discuss all of USA Financial’s systems, processes, and technology that is available to help independent advisors build, grow and sustain their ideal practice
Simply put, a successful Recruiter is effective at getting right-fit advisors to the Discovery Day Experience (to pass the torch to the rest of the Business Development Team), and then is able to go back out and start again from scratch to find the next advisor! Robust recruiting tools/systems/processes and lead-generation support are all provided.

NOTE: This role is NOT:
Responsible for the ongoing relationship and/or wholesaling of the financial advisor; rather, that will be handled by the team of Senior Business Development Consultants.
A Staffing/HR talent sourcing role

About USA Financial
The USA Financial subsidiaries have cohesively knitted-together a dually registered Independent Broker Dealer and SEC Registered Investment Advisor, an Insurance Marketing Organization (IMO / FMO to access top carriers, products insurance distribution), Formulas - a SEC Registered Investment Advisor (RIA AUM to provide turnkey formulaic money management), USA Financial Exchange a SEC Registered Investment Advisor (a TAMP platform with over $1B in assets), and Financial HQ for Marketing Technology Solutions. Read more

Published on 2025/09/10. Modified on 2025/09/10.

Description

Full job description
Our Company
Explore how you can contribute at AmeriLife.
For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.
Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Job Summary
Job Description
Requirements and/or Qualifications:
Financial services (industry) knowledge (preferred)
Experience successfully recruiting to a Broker/Dealer, RIA, and/or FMO/IMO (preferred)
Previous track-record of successful sales/recruiting experience
Self-Starter
Effective Communication
Thick-skinned (handles rejection well)
No Phone-Call Reluctance
Excellence on the phones
Comfortable and Professional during virtual/video calls
Thrive in environment motivated by closing perspective advisor recruits, commissions, incentives, and activity
Ability to CLOSE
Responsibilities:
Effectively making 75-100+ phone calls daily (hot and cold)
Persistency and commitment to a sound recruiting regimen to recruit advisors to the USA Financial platform(s) (BD, RIA, TAMP, IMO).
Successfully recruit right fit top-performing advisors to a Discovery Day Experience, where leadership, and a Senior Business Development Consultant will assist in finalizing the recruitment and transition.
Able to articulate the unique value proposition of USA Financial with passion and conviction
Able to fluently discuss all of USA Financial’s systems, processes, and technology that is available to help independent advisors build, grow and sustain their ideal practice
Simply put, a successful Recruiter is effective at getting right-fit advisors to the Discovery Day Experience (to pass the torch to the rest of the Business Development Team), and then is able to go back out and start again from scratch to find the next advisor! Robust recruiting tools/systems/processes and lead-generation support are all provided.

NOTE: This role is NOT:
Responsible for the ongoing relationship and/or wholesaling of the financial advisor; rather, that will be handled by the team of Senior Business Development Consultants.
A Staffing/HR talent sourcing role

About USA Financial
The USA Financial subsidiaries have cohesively knitted-together a dually registered Independent Broker Dealer and SEC Registered Investment Advisor, an Insurance Marketing Organization (IMO / FMO to access top carriers, products insurance distribution), Formulas - a SEC Registered Investment Advisor (RIA AUM to provide turnkey formulaic money management), USA Financial Exchange a SEC Registered Investment Advisor (a TAMP platform with over $1B in assets), and Financial HQ for Marketing Technology Solutions.
Amerilife Group, LLC
Amerilife Group, LLC
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