American Financial Strategies, Inc. owns the largest wealth-qualified
investor database in the world. Founded in 1998, AFS is headquartered
in southern Orange County, California and maintains an office
in Los Angeles.
We are always accepting commitments for experienced hires and
invite you to send your details to our office. Sending in your
resume is your first step towards a career with AFS. The more
we know about you, the better we can match you with a suitable
career opportunity.
Before you send in your information, please be sure to read our
website, which offers insight into our firm and areas of business.
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B2B Inside Sales Representative
[ Apply
for this position ]
AFS is looking for an individual who is experienced in leading
and inspiring a sales force, communicating the vision and mission
for the organization and fostering a "can do" environment.
The person will also have outstanding interpersonal, communication
and people management skills, with sound business insight, solid
negotiating abilities and an exceptional ability to identify,
develop and maintain effective long-term relationships.
Responsibilities:
- Responsible for the entire sales process from prospecting
to close.
- Prospect and warm lead follow up.
- Understand customer needs and requirements.
- Present and articulate product features and benefits of AIS
solutions.
- Be able to sell and differentiate in a competitive environment.
- Close sales and achieve monthly & quarterly sales quotas.
Requirements:
- BA/BS degree.
- A minimum of 2 years selling experience, preferably in the
investment industry.
- Excellent communication skills.
- Ability to perform well in high activity, dynamic environment.
- Experience in closing deals in the $10-$100K range.
- Enthusiastic, highly motivated individuals with a serious
work ethic.
- Proven track record in inside sales. Ability to meet and exceed
individual sales targets on a consistent basis.
- Exceptional academic experience preferred.
- Strong record of professional achievement.
- High standards and ethical business values.
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Executive & Administrative
Assistants [ Apply
for this position ]
We're looking for several dynamic, high energy individuals to
work within our fast-paced company.
The ideal candidates will play a central role in keeping the
business operations/activities organized, on track and moving
forward. Candidates must have exceptional communication skills,
the ability to manage multiple tasks efficiently, and excellent
judgment. They must be comfortable juggling tasks from the mundane
to the more strategic and be able to work productively in a fast-
paced, team-oriented environment with a smile and a sense of humor.
Responsibilities:
- Schedule and calendar management.
- Making travel arrangements and preparing itineraries.
- Submitting and tracking internal requests.
- Coordinating hiring activities and schedules.
- Coordinating meetings and group events.
- Preparing and tracking expense reports.
- Proofreading documents.
- Participating in key projects.
- Working with high-level executives both internally and externally
in a professional, effective manner.
- Tracking department budgets, maintaining spreadsheets, generating
reports, etc.
- Must be able to assist in preparation of presentations, correspondence,
memos, charts, tables, graphs, plans, etc.
- Attend weekly department staff meetings and track action items.
- Partner with facilities and operations to help drive required
moves in a manner that will minimize disruption.
- Act as liaison with other departments and outside agencies,
including senior-level management.
- Handle highly-sensitive, confidential and non-routine information.
Requirements:
- BA/BS degree. Excellent academic credentials.
- 3+ years administrative experience supporting a team in a
fast-paced, high-tech environment.
- Proven mastery of MS Office applications including Word,
- PowerPoint, Excel and Outlook.
- Must be experienced in using the Internet as a daily research
tool.
- QuickBooks knowledge is helpful but not required.
- Interest and experience in using technology to improve work
efficiency.
- Exceptional written and verbal communication skills.
- Strong organizational skills, attention to detail, and the
ability to handle multiple priorities.
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Recruiter [ Apply
for this position ]
Our Recruiter plays an essential role in fueling AFS's growth
with extraordinary talent. This position demands an uncommon balance
of creativity and drive, along with interpersonal savvy and basic
analytics.
Job Description/Areas of Responsibility:
- Implement staffing strategies to provide a qualified and diverse
candidate pool.
- Ensure hiring manager and team preparedness during the interview
process and that interviews are conducted efficiently and professionally.
Interface to negotiate and exchange information with all levels
of management.
- Manage candidate process and act as a candidate advocate.
- Evaluate skill level, manage offer process, including reference
checks, salary recommendations, offer letter generation and
offer acceptance/declines.
- Negotiate offers by partnering with hiring manager, senior
management, and other groups as necessary.
- Responsible for sourcing candidates through networking, internet
postings, university relations, etc. Mentor and provide guidance
and direction to recruiting coordinators.
- Passion for improving the customer experience with customers
broadly defined as candidates, new hires, hiring managers and
recruiters.
- Continuous follow-up with clients to confirm staffing plans
and candidates needs are met.
- Compile and update reports for job openings, hires and post-hire
summaries for hiring managers.
- Possess a wide range of experience on current external recruiting
policies, practices and trends. Propose and implement ongoing
improvements to AIS's recruitment efforts.
- Able to work independently or manage a small team.
- Ability to prioritize multiple functions and tasks and manage
work time efficiently.
- Proven ability to consistently and positively contribute in
a high-paced, changing work environment.
- Self-directed, detail-oriented, problem solver with a burning
desire to contribute to the organization's reputation and success.
Education and/or Experience:
- BA/BS degree required.
- Minimum 5 years proven recruiting experience in a corporate
environment implementing a wide range of staffing programs.
- Ability to handle customer relationship management, provide
strong customer consultative skills and work in a large-team
environment.
- Knowledge of EEO, ADA and employment laws.
- Proven organizational skills with attention to detail and
the ability to prioritize and work well in an environment with
competing demands.
- Ideal candidate would possess high energy, be highly motivated
and self directed. Ability to work in a team environment with
a high sense of urgency.
- Excellent verbal and written communication skills with an
emphasis on tact and diplomacy. In addition, teamwork skills
are a must along with the ability to grasp new technologies.
- PC proficiency in MS office, including Word and Excel.
- Experience with recruiting information/applicant tracking
systems a plus.
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Investor Survey Specialist
[ Apply
for this position ]
Do you have an interest in financial markets and investing? Would
you enjoy talking to and learning from educated, successful investors?
Would you enjoy a great working environment with opportunities
for advancement?
Our company is growing rapidly and we're looking for bright,
energetic voices to conduct surveys with no selling involved.
We will provide you with the tools necessary to ensure your success.
Desired Qualifications:
- Great communicator.
- Good computer skills.
- Previous sales experience helpful but not necessary.
The Opportunity:
- Great place to work.
- Voted one of the best places to work in San Clemente.
- Benefits including vacation pay.
- Insurance benefits.
- Great starting hourly pay.
- Advancement opportunities.
- Daily, weekly, monthly Performance bonuses.
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