Key Account Representative focusing on product promotion to specialty healthcare providers in North Carolina. Managing territory and exceeding sales objectives for a leading clinical research organization.
About the role
- Managing relationships with Financial Advisors to support business development and AUM growth. Involves recruiting, training, and providing investment support to Independent Financial Advisors.
Responsibilities
- Managing and strengthening relationships with Financial Advisors (FAs) and independent investment distributors
- Supporting FAs with business development, investment advisory resources, training, and sales enablement to drive AUM growth
- Recruiting, onboarding, and training new Independent Financial Advisors
- Providing investment support and guidance to FAs, including participation in client meetings
- Monitoring FA performance and supporting operational processes to drive AUM growth
Requirements
- Bachelor’s or Master’s degree in a relevant field
- 3–5 years’ experience in financial advisory, or asset management
- Strong communication, presentation, and relationship management skills
- IC Complex 1 or IP License (or willingness to obtain within timeframe)
- Analytical, service-minded, and collaborative, with a coaching mindset
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Key Account Representative in healthcare sales handling specialty providers in assigned territory. Promoting products and exceeding sales objectives while serving patient needs.
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