The IMA Financial Group, Inc. Business Development in Dallas, Texas

We've built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry.

  • 2014 Business Insurance Magazine Best Places to Work in Insurance, 6th Place nationwide, Medium Employer category

  • 2014 Dallas Business Journal’s Healthiest Employer Finalist

  • 2011 – 2013 Healthiest Employers in North Texas Award Dallas Business Journal

  • 2014 Kansas City Business Journal’s Healthiest Employer Finalist

  • 2013 Kansas City Business Journal’s Healthiest Employer Honoree

  • 2015 CoBiz Best of Colorado

  • 2014 Colorado Biz Magazine Colorado's "Perk"iest Companies

The Client Relationship Manager supports TrueNorth's growth objectives through achievement of individual sales goals. Ongoing contact with established clients is maintained to ensure satisfaction and business retention.

  • Meets new business goals for assets under management

  • Responsible for lead generation, follow‑up on prospective clients, and development of a network of referral sources

  • Gathers and evaluates current client account information to ensure successful transfer of assets

  • At client's direction, follows up with accountants, attorneys, etc. to gather additional required data

  • Communicates client information effectively with implementation team so portfolio management may be initiated promptly and in accordance with stated investment objectives

  • Identifies ongoing list of prospects for solicitation

  • Maintains mailing lists for such solicitation and client communication

  • Maintains communication with current contacts to ensure client satisfaction, through written correspondence, telephone contact, account review meetings, etc.

  • 8+ years of similar experience in client services and/or outside sales within retirement planning or investment services industries

  • Bachelor's Degree preferred

  • License requirements includes NASD Series 65 or NASD Series 66 (Registered Investment Advisor Combined Examination).

  • NASD Series 6 (Mutual Fund and Variable Contracts Representative) or 7 (General Securities Representative) and Series 63 (Uniform State Law Examination)

  • Life Insurance and Variable Contracts licenses are needed in order to be employed through the broker/dealer subsidiary to market company retirement plans

  • Requires basic mathematical skills, including ability to compute portfolio cost basis, asset allocation percentages, etc.

  • Ability to develop and maintain network of professional sources for business referrals

  • Strong written and oral communication skills

  • Independent and entrepreneurial spirit with the capability to lead a new market with limited direction

  • Proven track record of obtaining new clients and retaining current business through strong relationship building skills

  • Also requires proficiency in personal computing skills (Microsoft Office Products, as well as investment management specific software packages such as Centerpiece)

  • The ability to travel as required

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

ID: 2016-1095

Posted Date Formula: 9/21/2016

Department: TrueNorth/Sales