Internal Retirement Consultant

$108K - $135K ($80K - $100K base + 35%)
Posted on 07/12/18 by Roxanne Deresz
Confidential Company
New York, NY
Accounting, Finance & Insurance
$108K - $135K
($80K - $100K base + 35%)
Posted on 07/12/18 Roxanne Deresz

Description

The Internal Retirement Consultant's primary role is to drive sales and build relationships with retirement focused financial advisors and consultants within their geographic territory. The Internal Retirement Consultant is responsible for making proactive outbound calls to financial advisors to share sales ideas, provide product information, and offer sales support

Responsibilities:

 

  • Provide product information and sales support to financial advisors
  • Work with external partners to support administrative needs and assist in the development and implementation of a business plan and sales strategy
  • Respond to inbound product and sales calls, schedule wholesaler visits, and follow up with client requests in a timely manner
  • Work closely with External Retirement Consultants to set up sales meetings and offer overall support and follow up
  • Partner with External Retirement Consultant to develop sales ideas and strategies
  • Promote firm investment products, retirement related resources and tools
  • Manage and build financial advisor relationships
  • Proactively follow up with clients and prospective clients in a timely manner
  • Maintain and manage CRM system
  • Occasional travel with External Retirement Consultant

Required:

 

  • Bachelor's degree
  • Series 7 and 66 licensed
  • Excellent verbal and written communication skills
  • Proficient in Microsoft Office Suite
  • Must possess strong inter-personal and organizational skills
  • Must demonstrate the ability to multi-task
  • Must be able and willing to work in a team oriented environment

 

Preferred:

 

  • Existing Defined Contribution experiencepreferred.
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