Great opportunity to join the North American sales team and partner with the Advisor Consultant to promote and sell the company's investment products through financial advisors within a specific geographic region. Candidates must be highly motivated self-starters and possess excellent communication and interpersonal skills.Responsibilities:Partner with Advisor Consultant to promote and sell equity, fixed-income, alternative and private equity products to advisors in the wire and independent broker dealer channels.Heavy outbound calls focused on prospecting, uncovering/closing sales opportunities, product updates, setting up sales appointments, follow-up and client service.Act as a resource to advisors by developing and maintaining strong knowledge of Company products, the industry, the competition, our clients and their firms.Develop a strategy with external wholesalers to maximize territory coverage; develop and maintain relationships with key advisors.Assist with territory and firm-wide marketing/sales campaigns.Assist in analyzing territory sales, marketing and product data to determine opportunities.Respond to inbound sales inquiries, literature requests, and service issues.Act as a liaison between the sales force and the operations department to resolve client issues/problems.Maintain contact relationship management database (Salesforce) to effectively manage territory.Some limited travel may be required.Qualifications:Prior experience in sales of products within financial services industry is preferred.Excellent verbal and written communication skills.Strong organizational skills and the ability to prioritize to meet goals.Must be a "self-starter" that can meet activity/production quotas.Bachelor's Degree required.
Salary 70K + bonus and generous 401K contributions •
Last updated on Jan 24, 2023