Focus on proactive outreach and pipeline creation
Execute targeted outreach campaigns to identify and engage prospective financial advisors
Utilize sourcing tools to build and manage candidate lists
Conduct high-volume, high-quality cold outreach via messaging, email, and calls
Generate initial candidate interest and qualify prospects for handoff to recruiting leaders
Maintain organized, up-to-date candidate pipelines and tracking systems
Use technology and data tools to identify new talent pools and sourcing opportunities
Track outreach activity, response rates, and pipeline conversion metrics
Partner with Recruiting Directors, Regional Vice Presidents and firm leaders to align on target profiles and sourcing priorities
Consult with and train field partners on how to effectively leverage sourcing tools
Conduct 1:1 / group virtual workshops

1–4 years of experience in recruiting, sourcing, sales development, or a similar outbound role
Direct experience recruiting for financial services/insurance sales roles
Experience with LinkedIn Recruiter or other sourcing platforms preferred
Strong organizational and time management skills
Ability to work independently in a fast-paced, metrics-driven environment
Interest in financial services and talent acquisition

Regional Recruiting Specialist

Key skills