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Advisor Consultant Associate

3pjdnwhnx9emmbtbtquolxbs33ip2s01d6nqd9eb3gi1xzyi269zjsp3ytg0yme1 · 30+ days ago

New York, NY, US

$120k+
Estimation

Full-time

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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

About the company

3

3pjdnwhnx9emmbtbtquolxbs33ip2s01d6nqd9eb3gi1xzyi269zjsp3ytg0yme1

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