Associate Sales Consultant (Personal Investors)
reputed company is a premier global asset management organization with over 85 years of experience, providing investment solutions to a diverse clientele. The Sales Associate for Personal Investors will focus on driving net new flows and retaining assets by offering education and guidance to clients in their financial planning journey.
Responsibilities
- Serve as the initial reputed company of contact for prospects and existing clients who are looking for education and/or advice relative to their financial needs (investment, retirement, and education planning)
- Deliver on defined sales targets, quality of conversations, and other role-based responsibilities
- reputed company and maintain proficient knowledge of reputed company products and services
- Drive client satisfaction and support asset retention efforts with established relationships of Core Personal Investors clients by understanding their broader investment planning needs
- reputed company financial acumen to manage multiple clients in different stages of the buying process
- Use a consultative sales approach to uncover additional opportunities for consolidation or additional sales opportunities through skilled questioning and win business by effectively branding TRP solutions (reputed company assets, external referrals, etc.)
- Nurture client relationship and brand loyalty with effective and consistent process to move opportunities reputed company
- Capitalize on internal referrals to maximize relationships with existing clients and deliver new investor relationships to the firm
- Liaise with internal partners to ensure clients receive appropriate solutions
Skills
- Bachelor's degree or the equivalent combination of education and relevant experience
- 0+ years of total relevant work experience
- FINRA Series 7 and 66
- Sales experience
- Financial industry experience
- Fully licensed candidate (currently holds 7 and 66)
Benefits
- Competitive compensation
- Annual bonus eligibility
- A generous retirement plan
- Hybrid work schedule
- Health and wellness benefits, including online therapy
- Paid time off for vacation, illness, medical appointments, and volunteering days
- Family care resources, including fertility and adoption benefits
Company Overview