Regional Vice President
About Converge Cornerstone FundThe Converge Cornerstone Fund has been committed to partnering with churches since 1954. We have helped to start and strengthen churches by mobilizing kingdom resources and equipping Converge churches. We provide financial resources and services that enable churches to expand their ministries, and offer competitive investment opportunities for the constituency of Converge.
The Regional Vice President (RVP) is responsible for identifying and developing opportunities in an assigned territory for all services and products offered by the Converge Cornerstone Fund. Further, this position will develop and maintain an active network of church leaders within the assigned territory in order to enhance his ability to identify qualified opportunities.
- A territory is comprised of churches and individuals residing within the Western, Central, or Eastern United States.
- Total number of churches in an assigned territory may be as many as 450.
- Primary focus is Converge churches with 300+ members.
- Converge School, Bible Colleges, and Para-Church ministries are also potential clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Service a portfolio of existing Converge churches. Includes:
- Priority Church Relationship Management: Priority Churches are defined as churches with membership of at least 300, an existing CSF loan of any amount, investments in excess of $250,000, or churches with excess investments or loans elsewhere. The RVP is required to make periodic contact to maintain relationships and awareness of CSF; with a minimum of 5 church visits weekly (visits, meals) and 36-40 CSF presentations (churches, districts) annually.
- Loans: Identify, qualify, and manage new loan opportunities within the territory, and manage existing loan opportunities to closing or conclusion. (Target: 3 new loan opportunities each month). This would involve presenting CSF’s loan options to church leadership and moving qualified opportunities ahead in the process. The RVP is responsible for achieving an annual goal of $20M for new loan closings established each year.
- Investments: Identify and manage opportunities for churches to invest in CSF, including drafting and delivering proposals to move investments to close. The RVP will also present CSF’s investment options to groups of individuals in these churches. The RVP is required to achieve an annual goal of $6M of new investments raised from his territory and a goal of 5 new accounts monthly.
- Retirement Plan: Identify and manage opportunities for churches to participate in the CRP. The RVP will present the retirement options available in the CRP to achieve an annual goal of 5 new churches enrolled in the CRP.
- Develop and Leverage the RVP’s Converge Church Leader Network: The RVP will identify and establish a network of church leaders and others serving Converge churches who are in a position of influence and are willing to refer loan and investment opportunities to the RVP. The leaders in the RVP’s network will also assist the RVP in gaining access to a church by assisting in “opening doors” and making introductions.
- CSF/CRP Services: Present CSF and Converge Retirement Plan to church leadership for the purpose of connecting them to these services.
- Events: Periodically attend events, conferences or conventions to represent CSF to maintain relationships and advance opportunities.
- CRM: The RVP will manage all Lead and Opportunities, as well as record all information collected into the CRM system.
- Other duties as assigned.
- Understands and can advocate the theology of Converge;
- Previous experience as a church leader;
- A Business and/or Ministry degree with successful experience in sales;
- Resides in the Chicago area or assigned territory;
- Has a strong network of large and mega church leadership in the assigned territory;
- Possesses the ability to ask penetrating questions and can identify needs that can be fulfilled by our services;
- Understands what comprises successful church ministry and has the ability to recognize creative, appropriate solutions to assure success;
- Ability to adjust to multiple demands, shifting priorities, and rapid change to reach ultimate team objectives;
- Functions effectively in a collaborative environment;
- Able to travel, staying away from home nights and weekends;
- A persuasive personality and excellent interpersonal skills;
- Strong oral/written communication skills;
- Series 63 license for state securities agent registration (if not already achieved, CSF will provide the training to take the required examinations);
- Strong computer skills, including experience with MS Word, Excel, Outlook, and PowerPoint, as well as familiarity with database programs.
This position requires prolonged sitting, standing, walking reaching, twisting, turning, bending, and stooping in the performance of daily office activities. It also requires grasping, repetitive hand movements and fine coordination to use a computer keyboard. Additionally, the position requires near vision in reading correspondence, data and using a computer. Hearing is required when communicating by phone and/or in person. The need to lift, drag, and push files, paper and documents weighing up to 25 pounds is also required. This position may require travel up to 200 days per year. Many of these trips will be within driving range of home.
This position supports CSF goals and values, is committed to excellence; respects diversity; follows policies and procedures; ensures responsibilities are covered when absent; completes work in a timely manner; takes appropriate independent action and well-calculated risks; strives to increase productivity.
The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified.