Chances Are This Career Opportunity Is Actually NOT For You Unless, You Really Are a One-In-A-Thousand.
Overview:
Please don't think us arrogant or cocky. We don't mean to be. We want to respect you and your time. And, if you really are a one-in-a-thousand, we want to persuade you to come rapidly grow your career with us.
Vitality Investments is a boutique retirement planning firm. We’re growing fast - almost painfully fast. We need talent. But, the right kind of talent. We've had several “high potentials” join our firm. An unfortunately high percentage of those folks washed out. The few who have made it have been essential to our exceptional growth. So, we've had considerable experience with the hiring / retention process. We believe we now know the kind of special individual for whom our firm is a great match.
For that individual the opportunities and rewards are exceptional… as are the challenges, expectations and responsibilities.
Company Overview:
Vitality Investments is a fast-paced, Central-Florida based, growth-driven boutique all-female firm. We are at the cutting edge of retirement planning. Much to our delight, our carefully designed processes and exceptional client services have put us at the forefront of our industry’s innovation. Now, the challenge is to stay at the forefront – even as we continue our rapid growth.
We know that remaining industry innovators AND growing rapidly ultimately comes down to our associates. At our size and in our world of discriminating high-net-worth clients, we succeed based on the type and quality of associates we attract and retain. That’s why we’ve put so much into our recruiting and selection process and, into the recognition and compensation of our associates.
At Vitality Investments, new hires are expected to partner in decision-making processes. Practically from day one you connect directly and extensively with our valued clients. And, even the very newest of our associates fully participate in our robust compensation and bonus program. For the right individual – for that one-in-a-thousand – the result is a high probability of very rapid professional, personal and financial growth. And, we can prove it.
Position Overview:
Imagine being a highly compensated star in an all-female boutique retirement financial planning company … without having to be a financial expert.
If you are that one-in-a-thousand professional, as a Vitality Investments Retirement Planning Associate, you’ll play a vital role in assisting clients with their financial needs, while also contributing to the strategic direction and growth of the firm. This is an exceptional opportunity for the individual who is results-focused, eager to learn and driven to have a meaningful impact. And, the beauty of this opportunity is that you really need not currently have financial planning experience or expertise.
Why Financial Expertise Isn’t Required:
We are far more interested in who you are rather than what you know technically or what licenses you might have. We care – first and foremost – about your work ethic and your integrity as well as your attention to detail, flexibility and dedication to genuine customer service. Don't worry about the technical stuff. We'll teach you everything you need to know about the financial aspects of the business. And, if you really are a one-in-a-thousand, you’ll discover we're pretty damn good teachers.
And, This Is NOT a Sales Position:
We have an entire marketing team that generates high probability sales leads. We conduct very popular and well received orientation events to educate those high probability leads. No one in our firm does any form of cold calling. Our potential clients call us. We are not looking for you to work the phones to generate leads. We are looking for a one-in-a-thousand professional who will help us serve those high potential leads and convert them into exceptionally satisfied clients.
Having said all of that, it is the reality of the world we live in that, in one sense, “we are all selling all of the time”. And, we very much embrace that perspective. It's just that in our firm, we do our best selling by delivering unmatched services that truly exceed our clients’ expectations. We leave the annoying cold calling to our competitors.
So, What WILL the One-In-A-Thousand Associate Be Doing:
Because we do have a separate marketing team attracting high-potential client inquiries, as well as a group of industry-leading financial experts generating in-depth customized financial planning options, our core team members - including our new one-in-a-thousand associate – are all freed up to focus on:
Providing exceptional client service, assisting each client through every step of our planning and implementation processes.
Collaborating with core team members to help gather and analyze each client’s financial data and then propose creative investment strategies and optimal client portfolios.
Participating in the firm’s strategic planning and decision-making.
Staying informed about emerging industry trends so as to provide clients with the most relevant and up-to-date retirement planning financial advice. NOTE: We are very big on continuing education and professional development. You need to be as well.
Assisting in the creation and development of the marketing teams’ promotions. After all, we are the ones who are closest to our clients.
What IS Required:
So, if financial knowledge and experience isn't required, then what does it mean to be a one-in-a-thousand candidate? We take every one of the following candidate requirements very seriously:
High attention to DETAIL.
o We mean this – HIGH attention to detail
o No space cadets
o Really – we are talking about people’s life savings here.
Value Driven Attitude vs. Entitled Driven Attitude
o What can I do to help? vs. What have you done for me lately?
o I’ll work hard and my personal income will grow vs. Pay me more, and then maybe I’ll work harder.
A Strong Communicator
o Actively listens and asks clarifying questions
o Conveys ideas clearly
o Understands the emotions of others and demonstrate a willingness to support them. Pays attention to non-verbal cues. “Can read the room”.
o Adjusts her tone and approach to different situations and with different individuals
o Speaks with authority and confidence - without being overly aggressive
o Provides constructive feedback
o Actively engages her audience
o Follows-up on conversations to ensure clarity and understanding.
A Strong Desire for Continuous Learning
o Has an open mind and receptive to new ideas
o Is naturally curious – pursuing the “why” of the things we do
o Embraces the mindset that continuous improvement is essential
o Is respectful of expertise – eagerly harnessing the knowledge of others
o Proactively seeks opportunities to grow and improve. We repeat … Proactively.
Has EXCEPTIONAL work habits
o Reliable – delivers high-quality work on time
o Is highly flexible – including and especially when st happens and we have to go the extra mile
o Is able to work primarily and very productively from home (75% to 90% of the time.
o Knows HOW to work – sometimes it is “work smarter”. Sometimes it really just is “ for the moment we just need to work a bit harder”
o Can stay focused when things occasionally get a little crazy. Think -“air traffic controller”.
Has a positive attitude
o Knows that setbacks are tough, but positive attitudes are what allow us to grow and learn from our mistakes.
o Is willing to and has the ability to explore different approaches to solving a challenge.
o Is accountable – takes ownership. We all make mistakes.
Leadership skills – leads by example.
Respect and Empathy – values diversity and listens to different perspectives.
What’s Next?
We really are searching for that one-in-a-thousand individual. If you are her, we think you’ll thrive in and love experiencing our orientation and selection process:
1. Respond to this ad. Let us know why you might be that one-in-a-thousand woman. We’re open to your doing so via a very brief video.
2. If we agree that you might be that individual, we will call you and set up a time for a brief phone conversation.
3. If, after the brief phone conversation, you and we remain interested in further exploring this opportunity, we will invite you to a half-day, multi-candidate orientation and screening event where we will all learn a lot more about each other, the company and the opportunities that could be available to you.
4. If after the half-day, multi-candidate orientation and screening, you and we remain interested in further exploring this opportunity we will ask for three references of individuals for whom you have worked directly. We think this part of the process is especially important.
5. If after checking your references we and you remain interested in moving forward, we will:
a) Make you a tentative offer
b) Invite you to participate in an intense full week of orientation and immersion – for which you will be compensated
6. If you accept the offer and participate in the full week of orientation and immersion and we all still want to work together, we agree on your start date.
We’re hoping you are the one-in-a-thousand petson we seek. Let us know what you think.