Join us as an Internal Advisor Consultant, build and maintain client relationships, develop industry knowledge, and work in a collaborative team environment.
Requirements
- Develop, maintain, and deepen relationships with clients and colleagues
- Assist clients in investment selection with a consultative sales process
- Partner with senior salesperson to develop a business plan designed to meet goals and objectives
- Reach out to clients and prospective clients and respond to questions in a knowledgeable, timely fashion
- Maintain notes on client interactions and effectively prepare for client calls and meetings
- Research and communicate industry changes and trends that may impact company or product positioning
Benefits
- Expand your financial services knowledge
- Engage with clients and colleagues daily
- Access top-tier sales training
- Clear career paths—many team members advance into sales leadership or move into product, marketing, or investments
- Competitive and comprehensive benefits program