Technical Consultant supporting existing and new Naval Architecture customers at NAPA Finland. Delivering training and collaborating with teams for improved customer experience.
About the role
- Advisor Consultant responsible for managing sales in a defined territory across Nuveen’s products. Collaborating with financial advisors to grow the market share and drive revenue.
Responsibilities
- Manage a defined territory performing external sales functions
- Develop consultative relationships with financial advisors
- Drive market share of Nuveen’s products and revenue for the firm
- Collaborate with Market Leaders and Specialists
- Manage pipeline process through different sales stages
- Conduct discovery work to determine investment solutions
Requirements
- 3+ years of wholesaling experience
- 5+ years of wholesaling experience preferred
- FINRA Series 7 & 63 (or combination of 63 & 65) can be obtained within 90 days of hire
- Bachelor's degree preferred
- Strong combination of sales and analytical skills
- Significant knowledge of financial markets (equity and fixed income)
- Excellent communication skills (written and verbal)
- Ability to profile clients
- Planning, organization, and time management skills
Benefits
- Comprehensive Total Rewards package
- Superior retirement program
- Health, wellness, and work-life offerings
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