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)
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