In this role, you will be responsible for educating advisors and promoting Structured Products and Alternative Investments via inbound and outbound calls across assigned advisor channels. You will assist advisors with product features and benefits, competitive analysis, and product positioning as sales strategies. In addition, the consultant will work closely with internal and external business product partners, advisors and field leaders to support client/advisor needs and business objectives. Additionally, you will partner with the applicable WMS teams to development, execution, and implementation of sales strategies.
Responsibilities:
Proactively conduct outbound calls to advisors in assigned region
Ensure a high level of advisor satisfaction by responding to inbound calls and emails from advisors to provide technical expertise on sales strategies, product rules/regulations, and solutions to drive sales
Maintain strong working relationships with product partners and other company stakeholders
Accurately track all activity in Salesforce.com and track/submit all business expenses in Concur Expense Management system
Provide support and participate in advisor/client presentations and field facing events as required
In partnership with external consultants, travel within region as required to participate in one-on-one advisor sales calls, client events, and/or to deliver group presentations
Partner with subject matter experts across the firm and outside of the firm to continually improve the quality of advice being given to advisors
This includes supporting development of new strategies and on-going maintenance of existing processes, tools, and services
Required Qualifications:
5+ years’ experience in financial services industry, financial sales, or financial wholesaling
Bachelor’s degree or equivalent
Active Series 7
Active State securities agent registration (S63 or S66) or ability to obtain within 120 days
Active State IAR registration (S65 or S66) or ability to obtain within 120 days
Ability to travel up to 25%
Preferred Qualifications:
Experience with Structured Products and/or Alternative Investments
Financial industry experience, preferably in sales and/or wholesaling
Ability to articulate complex information in a clear and concise manner, excellent telephone communication, and presentation skills
Proven ability to establish rapport and credibility quickly
Demonstrated sales and coaching experience
Solid presentation skills for use in one-on-one as well as infrequent large group settings
Ability to work in a sales-oriented team environment
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Base Pay Salary
The estimated base salary for this role is $87,400 - $120,200 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Full time
Exempt
Sales
FPPS Wealth Management Solutions
