Regional Sales Representative/Internal Wholesaler recruitment
Principal Responsibilities:
•Manage region with external partner to attain both revenue and profitability goals.
•Conduct consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals.
•Develop and execute sales plan strategies with members of both external internal sales teams.
•Articulate fund objectives, discuss financial markets (domestic and international) and portfolio strategies.
•Identify sales opportunities and advisor needs, cross-sell ideas and introduce new concepts.
•Develop asset allocation strategies based on client objectives and risk tolerances.
•Analyze regional/product sales trends within participating broker/dealer firms and among individual financial advisors.
•Work with various departments/individuals within the organization to provide ‘Best in Class’ service to our financial advisors.
•Handle daily territory management tasks to ensure maximum business efficiency, i.e. update and maintain CRM, generate hypotheticals/proposals, etc.
Competencies for Success/Requirements:
•Minimum of 3-5 years relevant experience in financial services industry.
•Thorough understanding of the financial/capital markets; mutual funds, group and individual retirement plan products, separately managed accounts, hedge funds and other investment vehicles.
•Ability to view business on a macro and micro level.
•Motivated to achieve success.
•Strong work ethic, high integrity and strong values.
•Sound communication and interpersonal skills.
•Strong sales skills; probing, listening and closing.
•Exceptional verbal and writing skills.
•Ability to learn and adapt to new technologies.
•Series 7 63 required.
•College degree preferred.