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About the role
- Sales Consultant partnering with financial planners to drive product sales and nurture relationships. Focusing on prospecting, managing sales requests, and supporting advisors' needs.
Responsibilities
- Partner with a senior sales team member to drive product sales
- Build and nurture strong relationships with Investment Advisors
- Apply sales training to prospect for new opportunities
- Manage and fulfill sales material requests
- Provide point-of-sale consultation on product details
- Assist advisors with basic service inquiries
Requirements
- Bachelor’s degree in a business or finance field
- 2+ years of experience in the financial services industry
- Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 are required
- Proven experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline
- Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)
Benefits
- Flex Time Off or Paid Time/Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule
Job title
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Experience level
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Degree requirement
Location requirements
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