XY Planning Network (XYPN) is the leading organization for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, providing comprehensive financial planning services for a monthly subscription fee without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.
XYPN was nationally recognized as one of The 346 Best Places to Work in 2019 by Inc. magazine. In addition, we have earned accolades in 2018, 2019, and 2020 as one of the Fastest-Growing Private Companies in Montana and in the US by Inc. magazine. This is an opportunity to join a rapidly growing company that is reshaping the financial services industry for the better.
About the Position:
As one of the friendly and energetic Business Development Specialists on our team, you will have a passion for helping us grow XY Planning Network! Some of the primary things you’ll be doing regularly include working with inbound marketing leads via email and meeting daily phone meeting targets to ensure speedy responses to curious XYPN members. Additionally, you’ll be following up with internal resources, taking responsibility for tracking and proactively following up with existing leads in the pipeline, helping develop exciting new initiatives to generate leads, scheduling (fun!) networking events, and meticulously tracking data
What You’ll Be Doing:
Gain expertise within XYPN’s Service Lines to recognize interest from prospective members
Start Date: Immediately
Status: Full-time (40-45 hours/week)
Location: Bozeman, MT(ability to work virtually until coronavirus restrictions are lifted and we reopen our office)
Direct Reports: No
Reports to: Sr Director of Business Development
Compensation & Benefits:
What You’ll Bring to the Table
Legally authorized to live and work in US
Motivated to meet sales goals
Strong tech-savviness and the ability to pick up new technology quickly
Desire to support the growth of the next generation of financial planners!
A high sense of urgency, personal responsibility, and integrity
Flexibility, as daily tasks will evolve over time
Comfortable and adept at working in a partially virtual environment
Ability to speak comfortably and confidently, both face-to-face at conferences and over the phone
Excellent writing skills and the ability to convey a positive tone through email
Familiarity with working within HubSpot is a plus but not required
Ability to manage sales data reporting, including tracking and reporting via spreadsheets and our CRM software (you’re the master of ensuring nothing falls through the cracks!)
What Would Make Us Drool
BA/BS or similar degree in an applicable field or relevant experience
Previous retail or outbound telephone sales experience preferred, but not required
Background in the personal finance or financial advisor facing topics
Experience attending industry conferences and talking with prospects
Prior customer-facing sales experience
Previous conference or trade show experience
You could sell stripes to a zebra, spots to a cow, or apples to an orchard!
XY Planning Network believes that our team members, and the individual identities and experiences of our team members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. XYPN is beyond proud to be an equal opportunity employer.