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 Read more […]

May 13, 2012 • Tags: , , • Posted in: Financial • Comments Off on Regional Sales Representative/Internal Wholesaler recruitment