Recruiting Sourcing and Engagement Specialist

• Conduct outbound dialing, email/drip campaigns, and targeted outreach to generate qualified advisor leads.
• Screen candidates, handle objections, and influence interest to secure meetings with Recruiting Directors.
• Manage CRM/ESA entries, maintain accurate candidate records, and build a consistent pipeline across multiple platforms and geographies.
• Proactively engage with the field (RDs, Branch Managers, FVPs, MFREs and DDs) and experienced advisors to ensure sourced candidates are progressing through the pipeline.
• Support Regional and Divisional Directors by understanding territory needs, travel rotations, and candidate profiles.
• Maintain foundational understanding of Ameriprise products, value proposition, and competitive dynamics.

• 3-5 years of relevant professional experience
• 2-3 years of recruiting, sourcing or related experience.
• Education:
  
  Bachelor’s degree or equivalent.
• Cold calling experience strongly preferred.
• Financial Services industry experience.
• Excellent communication, relationship-building, influencing, and negotiation skills.
• Ability to manage multiple priorities and maintain disciplined data accuracy.

Demonstrates expertise in outbound lead generation, candidate screening, and relationship management within the Financial Services industry. Proficient in maintaining accurate records and managing multiple priorities while effectively communicating and influencing stakeholders.

• Outbound Dialing
• Cold Calling
• Candidate Screening
• CRM Management
• Financial Services Experience

• Lead Generation
• Data Accuracy
• Email Campaigns
• Pipeline Management
• Sourcing

• Excellent Communication
• Relationship-Building
• Influencing
• Negotiation
• Multi-Priority Management

• Financial Services
• Advisor Leads
• Recruiting Directors
• Branch Managers
• Territory Needs

• CRM
• ESA