Internal Practice Management Consultant – Concourse Financial Group Securities

The work we do has an impact on millions of lives, and you can be a part of it.We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
Concourse Financial Group Securities is hiring an Internal Practice Management Consultant (IPMC) to assist the Practice Management team in managing, growing, and retaining financial professional relationships. The IPMC will assist in implementing sales strategies, practice solutions, and financial professional consultations.

Resonsibilities:

• Assist in implementing all new Practice Management initiatives.
• Work with financial professionals to leverage the use of data for their businesses.
• Conduct research; discover resources for webinars, weekly digest, on-demand library, etc.
• Assist in the creation of tools (workbooks, guides, white papers, checklists, etc.) for financial professionals.
• Serve as Practice Management primary point of contact for non-Concourse Elite financial professionals.
• Assist with meetings and conferences held for financial professionals.
• Assist in facilitating and implementing study groups and networking groups.
• Work closely with Practice Management Consultants and the firm’s planning and advisory platforms to connect financial professionals to firm and industry resources and guide them through the utilization of those services to benefit their business.
• Assist in discovering industry technology and business development offerings for financial professionals and assist in the due diligence process of those offerings.
• Engage with various technology resources to understand their offerings and be able to discuss with financial professionals. 

Qualifications

• Prefer 2-3 years experience in Financial Services
• Bachelor’s degree in Business Administration, Marketing, Communication or other related fields or industry equivalent preferred
• Prefer FINRA Series 6/7 and 65/66 licenses but not required
• Strong written and verbal communication skills
• Strong problem-solving skills
• Comfortable with learning new technology
• Team-oriented with strong analytical skills
• Appetite for learning
• Organized and self-driven
• Ability to implement a strategic vision
• Skillful collaborator
• Innovative and enterprising mindset
• Experience with Microsoft Office (Word, Excel, PowerPoint)

Salary and Incentives:Protective’s targeted salary range for this position is $50,000 to $60,000 Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective’s total compensation package for employees.
This position also offers additional incentive opportunities through an annual incentive based on individual and Company performance.
Employee Benefits:  We aim to protect our employees' wellbeing through a broad benefits offering. For example, we protect physical wellbeing through health, dental and vision insurance. We protect mental wellbeing through mental health benefits and an employee assistance program. We protect time away from work with a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). We protect financial wellbeing through contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.    Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.
Diversity and Inclusion: At Protective, we are committed to providing an inclusive culture where all employees are able to fully contribute and thrive. Our goal is to grow and develop our people, attract diverse talent and support strong, diverse communities.
We support diversity, equity, and inclusion by working to develop a culture of inclusion and belonging led by leaders who develop potential and embrace unique skills and abilities. Our aim is to create an equitable and accountable environment for all leaders and employees that will drive performance and impact business strategy. In this way, we can increase overall diversity for leadership roles and pipelines of talent by maturing our hiring practices, robust development opportunities and focus on retention of key talent.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing the talents of a diverse and inclusive workforce.