Development director [h1.location_city]
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Development director • allen tx
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Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.RPOA has 14 offices in Texas, Arizona, California, and Oklahoma.The firm's financial a...[show_more][last_updated.last_updated_30]
We are looking for a Director of Business Development who can get the job done.Come work for a Global company that specializes in providing engagement solutions for F500 businesses.They offer servi...[show_more][last_updated.last_updated_30]
We are looking for a Director of Business Development who can get the job done.Come work for a Global company that specializes in providing engagement solutions for F500 businesses.They offer servi...[show_more][last_updated.last_updated_30]
Since opening our first self-storage facility in 1972, Public Storage has grown to become the largest owner and operator of self-storage facilities in the world.
With thousands of locations across t...[show_more][last_updated.last_updated_30]
A company is looking for a Director of Development.Key Responsibilities Lead donor cultivation and stewardship, and design a Major Gifts program Plan and manage fundraising campaigns or events, ...[show_more][last_updated.last_updated_1_day]
We are looking for a Director of Business Development who can get the job done.Come work for a Global company that specializes in providing engagement solutions for F500 businesses.They offer servi...[show_more][last_updated.last_updated_30]
We are looking for a Director of Business Development who can get the job done.Come work for a Global company that specializes in providing engagement solutions for F500 businesses.They offer servi...[show_more][last_updated.last_updated_30]
We are looking for a Director of Business Development who can get the job done.Come work for a Global company that specializes in providing engagement solutions for F500 businesses.They offer servi...[show_more][last_updated.last_updated_30]
Ascentt is building cutting-edge data analytics & AI / ML solutions for global automotive and manufacturing leaders.We turn enterprise data into real-time decisions using advanced machine learning an...[show_more][last_updated.last_updated_30]
We are looking for a Director of Business Development who can get the job done.Come work for a Global company that specializes in providing engagement solutions for F500 businesses.They offer servi...[show_more][last_updated.last_updated_30]
Development Director Job Duties : Implement and execute annual fundraising plan to meet fundraising goal...[show_more][last_updated.last_updated_30]
At Capital One, guided by our shared values, we thrive in an environment where collaboration and openness are valued.We believe that innovation is powered by perspective and that teamwork and respe...[show_more][last_updated.last_updated_30]
Director Of Business Development.We are looking for a Director of Business Development who can get the job done.Come work for a global company that specializes in providing engagement solutions for...[show_more][last_updated.last_updated_30]
We are looking for a Director of Business Development who can get the job done.Come work for a Global company that specializes in providing engagement solutions for F500 businesses.They offer servi...[show_more][last_updated.last_updated_30]
We are looking for a Director of Business Development who can get the job done.Come work for a Global company that specializes in providing engagement solutions for F500 businesses.They offer servi...[show_more][last_updated.last_updated_30]
Product Development Leadership.The Product Development team's purpose is to lead the innovation and productivity agendas to grow KDP brands, transform beyond its core, and improve the profitability...[show_more][last_updated.last_updated_30]
This role is responsible for advancing Pizza Hut's Development strategy by collaborating closely with Global Development and BMU Development teams.
The Director will drive profitable expansion throu...[show_more][last_updated.last_updated_30]
We are looking for a Director of Business Development who can get the job done.Come work for a Global company that specializes in providing engagement solutions for F500 businesses.They offer servi...[show_more][last_updated.last_updated_30]
Director of Player Development at.Ready to join a dynamic company in the hospitality and service industry where people help drive the success of the business? Since its inception in 1957, Invited h...[show_more][last_updated.last_updated_30]
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RPOA Advisors IncPlano, TX, US[job_card.30_days_ago]
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- [job_card.full_time]
[job_card.job_description]Developing client relationships Driving wallet share and referral growth Create and maintain training materials for Sales Advisors focused on : Mastering closing techniques Building long-term client trust from first interaction Continuously evaluate training effectiveness and adapt programs based on feedback, advisor performance, and evolving business needs. Gain deep expertise in our business model, processes, and compliance standards to ensure training is practical, accurate, and aligned with firm strategy. Attend advisor seminars, client / prospect events, and industry workshops to stay current and translate insights into training opportunities. Collaborate closely with Sales and Service coaches to provide individualized training interventions for advisors as needed. Report directly to the Chief Revenue Officer, providing regular updates on advisor development progress and training impact. Bachelor’s Degree or 7+ years of relevant industry experience Strong background in financial advising, sales, or client service, with proven success in advisor development Experience facilitating training, workshops, or adult learning programs within the financial services industry One or more of the following preferred : Current IAR designation FINRA Series 65, or a combination of Series 66 and Series 7 Other relevant financial designations Excellent presentation and facilitation skills with the ability to engage and inspire diverse personalities and experience levels Strong interpersonal skills with the ability to build credibility and trust with advisors and leadership Attention to detail, adaptability, and the ability to manage multiple training initiatives simultaneously Applicants must be authorized to work in the United States without sponsorship.
Job Description
Job Description
Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.58 billion in assets under management and serving over 6,600 households in 48 states (as of 12 / 31 / 23). RPOA has 14 offices in Texas, Arizona, California, and Oklahoma. The firm's financial advisors work with pre-retirees and retirees, offering financial planning, investment management, Social Security planning, and income tax planning services. As a fiduciary-bound firm, we make decisions based on our core values, prioritizing our clients' retirement security.
RPOA provides financial planning, investment management, family estate planning and income tax planning services nationwide. We help our clients build a plan to reach their retirement goals while protecting their investment.
The RPOA team includes over 30 retirement planners, all of whom are ready to help their clients build a plan to reach their retirement goals while protecting their investments. At RPOA, we believe that retirement should be one of the best times of your life. RPOA’s primary goal is to help our clients to experience the best retirement possible.
Job Description :
The Advisor Training & Development Specialist is responsible for designing and delivering impactful training programs that equip financial advisors to excel in both sales and retirement planning. Working closely with the Directors of Advisory Services, this role tailors training to individual needs while strengthening advisor expertise in retirement planning, Social Security, Medicare, 401(k) management, sales strategies, and client relationship management. Serving as both content creator and dynamic facilitator, the Specialist drives measurable performance improvements by providing advisors with the skills, tools, and confidence to protect and grow the firm’s business.
Job Responsibilities :
- Develop and deliver a comprehensive training program tailored to both Sales and Planning advisors.
- Facilitate live and virtual training sessions, workshops, and one-on-one coaching to reinforce advisor learning and application.
- Create and maintain training materials for Retirement Planners focused on :
Protecting the firm’s book of business
Converting marketing leads to clients
Job Qualifications : Education :
Experience & Skills :