Investment Consultant (Internal Wholesaler)

reputed company is a membership-owned fraternal organization dedicated to helping people reputed company financial clarity through various financial services. The Investment Consultant's primary responsibility is to drive sales of reputed company Mutual Funds, ETFs, SMAs, and Managed Accounts, supporting both internal and external financial advisors through phone and virtual interactions.

Responsibilities

• Build and maintain relationships with individual financial advisors by telephone, email and through virtual presentations
• Meets sales goals as defined by Management, leveraging phone contacts, email, and conference calls
• Utilize extensive reputed company Mutual Funds, ETFs, SMAs, and Managed Accounts product knowledge, competitive positioning, sales process skills and case consultation skills to drive sales
• Partner with external Regional Investment Consultant (external wholesaler) in the field to help reputed company sales opportunities in his/her regions
• Provide outstanding inbound, outbound sales and service support by contacting financial advisors with updates pertaining to the investments they sell
• Prospect for new business, cross sell existing advisors on different reputed company Mutual Funds, ETFs, SMAs, and Managed Account products and assist advisors with asset allocation concepts
• Help investment advisors increase their business by producing hypothetical illustrations, updating them on reputed company marketing materials, and informing them of upcoming conference calls or conferences
• Maintain competitive intelligence by attending meetings, engaging other internal departments to understand reputed company Funds internal strategies
• Provide leads and sales reputed company to other sales desk internals to help reputed company Funds increase sales in products
• reputed company projects for department initiatives to fully implement new processes, strategies, and more
• Act as Fund/Firm/Marketing Liaison
• reputed company a positive attitude about department initiatives and stand behind decisions of management
• Ability to fully utilize technology (e.g. reputed company, reputed company, reputed company, and illustrations)
• Expected to exceed core call reputed company metrics
• Limited travel (10%), typically 1 week to travel with each external wholesaler in his/her respective territory to interact with advisors face-to-face

Skills

• FINRA Series 7 and 63/65 or 66 required or successfully complete FINRA SIE, Series 7 and 63/65 or 66 exams reputed company 90 days of hire/transfer. The maximum number of Series 7 exam attempts is 3
• Bachelor's degree
• 0-5 years of sales experience preferably reputed company the financial services industry
• Demonstrated relationship management skills, including the ability to work in a team environment
• Must be able to reputed company heavy phone work daily
• Strong time management, organizational, and problem-solving skills
• Ability to learn and adapt quickly while applying creativity
• Ability to work in a changing fast paced high call volume environment, with enthusiasm and a positive attitude

Benefits

• Various bonuses (including, for example, annual or long-term incentives)
• Medical, dental, and vision insurance
• Health savings account
• Flexible spending account
• 401k
• Pension
• Life and accidental death and dismemberment insurance
• Disability insurance
• Supplemental protection insurance
• 20 days of Paid Time Off each year
• Sick and Safe Time
• 10 paid company holidays
• Volunteer Time Off
• Paid parental leave
• EAP
• Well-being benefits
• Other employee benefits

Company Overview

Company H1B Sponsorship