Talent Acquisition Specialist - Anaheim Hills, CA

Claire Myers Consulting Anaheim, California
talent acquisition recruiting leadership team financial referrals training community communication communication skills accountability meetings lead
November 28, 2022
Claire Myers Consulting
Anaheim, California
FULL_TIME

Talent Acquisition Specialist

Located: Anaheim Hills


Description


This role is responsible for all recruitment efforts of our Anaheim Hills office and surrounding areas. He or she has primary responsibility in the office to build high-level quality relationships with existing Financial Advisors/Wealth Management Advisors internally and externally in the community to promote the company and generate referrals.


He or she plays a key role in creating and leading the recruiting plan to reach activity and contract goals. Creativity, exceptional communication skills, and drive to achieve are critical in this position.

The ideal candidate is someone who has a leadership background in executive search and someone who has experience speaking with, and building relationships with people who are more established in their careers.


Primary Responsibilities


Leadership

  • Guide leadership team in developing specific recruiting strategies and activities necessary to reach recruiting goals
  • Monitor and report on actual versus needed activity and results of recruiter and leadership team members
  • Participate in company and industry training programs and work to improve the recruiting and selection skills of the entire leadership team
  • Create and execute on a professional development plan built with input and guidance from the Managing Partner, Managing Director or Chief Development Officer


Accountability, Tracking and Analysis

  • Analyze recruiting ratios to identify inefficiencies in selection process; establish and implement improvements
  • Utilize home office supported software to maintain the candidate database and accurate records of prospects to ensure efficiency of the selection process
  • Prepare activity/results for leadership team meetings and coordinate regular meetings to review, assess and establish actions based on the data


Selection

  • Be knowledgeable on information and language regarding all aspects of the financial representative career and each step of the selection process
  • Review referrals and resumes and schedule initial interviews
  • Specific selection process accountability to include but not limited to screening candidates, conducting initial and possible subsequent interviews, administering selection tools, and guiding candidates through the selection process
  • Maintain integrity and consistency of the selection process
  • Identify and lead implementation of improvements to the selection process
  • Effectively communicate with candidates
  • Manage the transition of candidates offered a contract with the network or district network office, including the Contract, Licensing and Registration process, as well as training and development
  • Oversee any pre-contract training to be done by the candidate


Sourcing

  • Build and develop effective referral sources with Financial Advisors/staff, develop productive centers of influence (COIs), and develop qualified lead strategies from a variety of sources (i.e., referrals, COIs, career fairs, social media, etc.)
  • Create and execute on district network office or network office recruiting plan to reach activity and full-time contract goals
  • Actively participate in campus clubs and organizations to promote the company
  • Promote the benefits of office growth and recruiting successes within the office
  • Develop relationships with other company recruiters to share leads and best practices


Qualifications


  • Bachelor's degree required
  • 5 + years of recruiting or sales experience
  • Strong communication skills required with the ability to build rapport and influence
  • Experience with prospecting, generating leads via phone or face-to-face interactions preferred
  • Strong personal network and/or community involvement to leverage from a recruiting perspective


Compensation

  • $65-70k base salary with $ 15k in incentive potential
  • Full Benefits

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