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Westlake Ohio Full Time Posted: Tuesday, 20 March 2018

C2P Enterprises LLC, Clarity 2 Prosperity, Prosperity Capital Advisors, Valor Capital Management and C2P Advisory Group LLC (collectively, the Company) is a rapidly growing, innovative financial services organization seeking a top flight Senior Recruiter. The Senior Recruiter's core responsibility is recruiting new advisors with the primary aim to increase revenue for the Company. This role gives the recruiter the opportunity to build their own book of business within C2P Enterprise.


  • Master the skills needed to recruit new advisors by selling The Mastermind and The Path Memberships.
  • Recruit prospects to events.
  • Assists in all aspects of the sales process
  • Schedule appointments with prospects.
  • Answer or facilitate responses to advisor inquiries.
  • Maintain strong knowledge of key competitors with the ability to highlight our competitive advantages without negative selling .
  • Establish and maintain productive, working relationships with financial advisors with the goal of earning their business.
  • Remain current on industry, technical and product knowledge.
  • Conduct a minimum of 300 calls per month and document in CRM.
  • Create referral opportunities and build a referral-based practice.
  • Assist in strategy to drive more sales to the training company, FMO and RIAs through advisors you recruit.
  • Effectively market the Company and show resilience through the prospecting process.
  • Complete management reports in a timely manner.
  • Must be able to maintain strict confidentiality of corporate information.
  • Perform other duties and responsibilities as assigned.


  • Bachelor's Degree in accounting, finance, economic or business related field (highly preferred) or financial industry related experience.
  • 2+ years of sales experience in the financial services industry
  • Insurance license or Series 65 license
  • Knowledge of the sales process with a focus on relationship building.
  • Strong marketing skills with the ability to work one-on-one with clients.
  • Superior time management skills
  • Ability to organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced environment.
  • Ability to operate effectively in a fast-paced, unsupervised environment
  • Ability to interact with all levels of management and advisors both internal and external.
  • Technologically savvy and proficient in Microsoft Suite.
  • High level written and verbal communication skills, strong decision making ability and excellent attention to detail.
  • Ability to think on their feet

Send your resume in strict confidence to:

Brenda LeBlanc

Clarity 2 Prosperity

Westlake, Ohio

RE: Senior Recruiter

You may also submit your application to: (see below)

Four Companies. One Vision.

Clarity 2 Prosperity (C2P) has developed four unique corporate entities to provide advisors with a flexible service experience to fit perfectly within their unique regulatory and business environments and preferences. Advisors can access Clarity 2 Prosperity's turnkey training resources through our fee-only programs (The Path or The Mastermind Group), or through an arrangement with a qualified corporate entity such as their broker-dealer, IMO or RIA. This fee may also be reduced or waived as part of their business affiliation with sister organizations C2P Advisory Group, our IMO division, or Prosperity Capital Advisors, our registered investment advisory firm.

Clarity 2 Prosperity

Clarity 2 Prosperity (Clarity) is a financial training, coaching and IP development organization led by financial advisors, coaches, mentors and business leaders committed to simplifying the financial planning process and improving the financial lives of American families. Its mission is to help advisors shift their mindset and planning process from being transactional to becoming holistic planners and service providers, coordinating all areas of their clients' financial lives including insurance, investments, tax, legal, Social Security and Medicare. The foundation of the training, processes and resources is based on the philosophy of collective wisdom from a mastermind group, in which like-minded advisors learn, share and grow their businesses together. New business-building ideas are continuously tested in model offices and once proven successful, scalable and repeatable, they are packaged into turnkey processes and added to an innovative, university-style E-learning platform for advisors and their teams to implement effectively.

C2P Advisory Group

C2P Advisory Group (C2Pa) is a fiduciary-friendly insurance marketing organization that facilitates product screening, selection and support for fixed and fixed indexed annuities, single premium immediate and deferred-income annuities. As one of the first IMOs to apply for financial institution status with the Department of Labor, C2P Advisory Group is dedicated to providing and facilitating best-interest practices. Its founder began selling FIAs in his personal financial practice in 1995, the year they were first introduced, and has since developed the firm to include a team of CERTIFIED FINANCIAL PLANNERS to help position the products as a financial planning tool.

Prosperity Capital Advisors

Prosperity Capital Advisors (PCA) is an SEC Registered Investment Adviser that provides financial planning and asset management solutions to investment advisors nationwide. With an evidence-based investment philosophy, PCA works to create holistic portfolio options for the long-term investor.

Valor Capital Management

Valor Capital Management (VCM) is an investment advisory firm operating as a Turnkey Asset Manager Program (TAMP) and as a strategist on the EnvestNet platform for Investment Advisor Representatives. VCM offers exclusivity as one of only sixteen approved DFA TAMPs, widespread distribution, Global Investment Performance Standards (GIPS) compliance, and audited performance reports accessible on Morningstar.

Westlake Ohio, United States of America
Finance, HR
Brenda LeBlanc 
3/20/2018 8:04:28 AM

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