Sales Management Salary in Missoula, MT

Position SummaryAvantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax Planning Partners. The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients. The goal is to procure business for Avantax Planning Partners, by identifying prospects and partnering with our Planning Team to deliver a clear pathway for clients to achieve financial independence. The Financial Planning Consultant has a wide array of solutions to offer clients, a few would include:Various Tax-Smart StrategiesFinancial PlanningRetirement PlanningInsurance OptionsEssential Duties & ResponsibilitiesBuild and maintain deep relationships and rapport with affiliate CPA firms.Partner and influence affiliate CPAs to provide client leads for Investment Management, Life Insurance, Long-term Care Insurance, and other insurance as needed, and in Broker/Dealer business, including Retirement Plans, Annuities, etc.Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients and prospective clients.Develop Investment Policy Statements with CPAs and clients, and determine client needs and appropriate solutions.Coordinate paperwork with the support of the Financial Service Assistant to open new accounts.Meet with clients and CPAs as needed to present proposed solutions, complete paperwork, and follow through on processes.Provide reports to clients, CPAs, and Avantax Planning Partners in a timely and accurate manner.Develop profitable new business relationships through client reviews, with a focus on gathering assets under management and selling appropriate insurance products.Initiate proactive calls daily, to prospects, and existing clients to initiate new business development and grow assets under management.Provide analysis to company CPAs on investment, insurance, and annuity products as needed.Provide effective communication of financial concepts to clients and make recommendations.Maintain knowledge of industry developments and changes.Conduct workshops for clients as prospecting and servicing tools.Work toward continuous quality improvement.Stay current with changing technology, including software and financial programs.Uphold, support, and promote all company policies and procedures.Education & ExperienceTo perform this job successfully, the Financial Consultant must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum knowledge, skills, and ability required.Bachelor's degree (B.A.) from a four-year college or university.Minimum of two years of related experience and/or training.Experience with MS Excel and Word, and the internet, required.Experience with a financial planning software program(s) preferred.Certificates, Licenses, Registrations:Required: FINRA Series 7/66, or 63/65 combo.Preferred: CFP certification.Preferred: Insurance licenses, including Life, Health, and Long-term Care in some states.Completion of ongoing Continuing Education credits is required.A valid Driver's License is required.Physical Demand & Work EffortKeying/typing, standing, walking.Sitting for an extended period.Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.Compliance with company attendance standards.Comprehensive BenefitsWe offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with company match.#Avantax

Position SummaryAvantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax Planning Partners. The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients. The goal is to procure business for Avantax Planning Partners, by identifying prospects and partnering with our Planning Team to deliver a clear pathway for clients to achieve financial independence. The Financial Planning Consultant has a wide array of solutions to offer clients, a few would include:Various Tax-Smart StrategiesFinancial PlanningRetirement PlanningInsurance OptionsEssential Duties & ResponsibilitiesBuild and maintain deep relationships and rapport with affiliate CPA firms.Partner and influence affiliate CPAs to provide client leads for Investment Management, Life Insurance, Long-term Care Insurance, and other insurance as needed, and in Broker/Dealer business, including Retirement Plans, Annuities, etc.Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients and prospective clients.Develop Investment Policy Statements with CPAs and clients, and determine client needs and appropriate solutions.Coordinate paperwork with the support of the Financial Service Assistant to open new accounts.Meet with clients and CPAs as needed to present proposed solutions, complete paperwork, and follow through on processes.Provide reports to clients, CPAs, and Avantax Planning Partners in a timely and accurate manner.Develop profitable new business relationships through client reviews, with a focus on gathering assets under management and selling appropriate insurance products.Initiate proactive calls daily, to prospects, and existing clients to initiate new business development and grow assets under management.Provide analysis to company CPAs on investment, insurance, and annuity products as needed.Provide effective communication of financial concepts to clients and make recommendations.Maintain knowledge of industry developments and changes.Conduct workshops for clients as prospecting and servicing tools.Work toward continuous quality improvement.Stay current with changing technology, including software and financial programs.Uphold, support, and promote all company policies and procedures.Education & ExperienceTo perform this job successfully, the Financial Consultant must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum knowledge, skills, and ability required.Bachelor's degree (B.A.) from a four-year college or university.Minimum of two years of related experience and/or training.Experience with MS Excel and Word, and the internet, required.Experience with a financial planning software program(s) preferred.Certificates, Licenses, Registrations:Required: FINRA Series 7/66, or 63/65 combo.Preferred: CFP certification.Preferred: Insurance licenses, including Life, Health, and Long-term Care in some states.Completion of ongoing Continuing Education credits is required.A valid Driver's License is required.Physical Demand & Work EffortKeying/typing, standing, walking.Sitting for an extended period.Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.Compliance with company attendance standards.Comprehensive BenefitsWe offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with company match.#Avantax

PURPOSE:Partner with assigned customers to provide quality service efficiently while achieving maximum sales and keeping cost controlled.JOB RESPONSIBILITIES: Develop and implement action plans to team members with assistance from the Supervisor and/or Account Manager on merchandising projects. Timely travel from account to account for new store openings, resets, stocking and rotating product. Overnight stays may be required based on customer needs. Responsible for maintaining effective business relationships between customers, merchandisers and account managers. Review and process recaps of all activities and send to Account Manager upon completion of projects. Assist with promotional presentations and sales programs as assigned Account Manager. Ability to read, understand and implement store specific plan-o-grams along with being creative when plan-o-grams are not available. Responsible for effectively displaying store products within deadlines and budget. Process merchandise returns and issue credits according to company policy. Ensure the neat and orderly appearance of UNFI products. Follow through on customer product requests. Responsible for interpreting, facilitating and completing internal reports. Keep management informed of area activities and of any significant concerns. Attends regularly scheduled meetings and conference calls. Perform duties in accordance with Hazard Analysis Critical Control Points (HACCP) and Safe Quality Food (SQF) policies and procedures, as appropriate for location. Attend meetings as required. Provides backup for other merchandisers or sales reps when needed. Responsible for other duties as assigned. JOB REQUIREMENTS:Education/Certification: Valid driver's license necessary. Auto insurance levels that meet UNFI requirements. Experience: Prior customer service experience in a retail setting. Knowledge: Working knowledge of Word and Excel. PHYSICAL ENVIRONMENT/ DEMANDS: 90% travel/overnights required. Ability to get in and out of car multiple times per day. Drive to and from accounts safely in city, rural and expressway conditions. Ability to set up displays, fixtures, shelving and products. Able to tolerate exposure to store and warehouse conditions including wide variances in temperature, dust and dirt. Ability to lift up to 40 lbs. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Stooping, bending, twisting and reaching may be required in completion of job duties. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or protected veteran status. UNFI is an Equal Opportunity employer committed to creating an inclusive and respectful environment for all. - M/F/Veteran/Disability. VEVRAA Federal Contractor.