Regional Associate

Partner & Co-Investor Relations
Posted: 10/02/2019
Full Time
Phoenix, AZ
We are looking to hire a full time and part time candidates
Essential Functions
  • Placing outbound calls to build and maintain schedule for assigned external wholesaler(s) 
  • Meet minimum standards for outbound calling and appointment setting on a daily and weekly basis 
  • Build and maintain the territory calendar, rotation, and segmenting of advisors 
  • Follow up on all appointment requests, seminars, inbound inquiries, and conference leads 
  • Work with external and internal sales team to coordinate all regional marketing, including daily phone contact regarding various aspects of: 
  • Outbound business development / prospecting calls to reps in the Region, including cold calling Hot Lists, known Top Producers, and OSJs:
  • Scheduling client seminars for producers
  • Scheduling, rep and client conference calls 
  • Education/Experience Requirements
  • Bachelor's degree preferred
  • 1+ years prior experience with business development
  • Experience with Salesforce or similar software preferred 
  • Reasoning Skill Requirements
  • Highly analytical and detail oriented.
  • Deadline driven and ability to manage multiple tasks.
  • Ability to work independently and to proactively evaluate and address work opportunities within the area of responsibility
  • Ability to apply common-sense understanding to carry out instructions.
  • Ability to solve practical problems.
  • Technical Skill Requirements
  • Proficient in Microsoft Office, especially Excel and Word.
  • Operate standard office equipment.
  • CIM does not accept unsolicited resumes from Agencies.  Any unsolicited resumes received from Agencies will be considered property of CIM and no fees will be due or paid.  If you wish to become an approved Agency with CIM or any of its Affiliates, please contact a member of the CIM Talent Acquisition Team.