Utilizes knowledge of company products in an effort to develop business
Proactively follows up with clients and prospective clients in a timely manner
Promotes the sale of the company's proprietary mutual funds through internal and external distribution channels, assists with the development of sales tools/collateral, and delivers product training to both internal and external audiences
Determine which financial product(s) the Firm offers best suits the potential advisor Initiate and maintain sales and service relationship with broker consultants to promote the sale of the company's products
Profile & qualify new leads for the External Wholesalers
Assist external wholesaler with scheduling supplemental appointments with advisors
Works closely with wholesalers to develop marketing strategy to manage assigned territory Prepares weekly action plan and reviews it daily to determine each day's call plan
Develop & maintain relationships with all producers & prospects via the phone
Main point of contact for all producers and prospects
Respond to any inbound inquiries regarding the funds and the firm
Travel with the External Wholesaler twice per year
Attend conferences when appropriate
Qualifications:
Undergraduate Degree or an equivalent combination of training and experience 2-5 years of experience in a client support or internal sales role or equivalent industry training and experience
2-5 years of experience in the mutual fund/financial services industry or equivalent industry training and experience FINRA Series 7 & 63 required
Excellent verbal and written communication skills
Experience with sales calls essential
Must meet required outbound call/contact activity levels as set by Manager, Maintain a minimum of 20 quality contacts per day
