Key skills
CRMSales
About this role
Role Overview
- Responsible for creating new and managing existing relationships with broker/dealer (BD) advisors
- Works closely with VP, Head of Sales to develop business plan to maximize sales
- Identifies and develops top producing and multi-product advisors
- Conducts product and sales training through individual and group meetings
- Manages deployment of resources to maximize territory sales
- Utilizes CRM system to communicate with internal partners
Requirements
- Bachelor's Degree required
- 3+ years of sales experience in investments, mutual funds, insurance or annuities required
- 5+ years of sales experience in investments, mutual funds, insurance or annuities preferred
- Prior annuity or investment external wholesaling experience is preferred
- Securities Industry Essentials (SIE) required
- FINRA Series 6 or 7, FINRA Series 63, State Insurance License required
Benefits
- Health benefits
- 401(k) plan with generous matching
- Compensated personal time off
- Paid holidays
- Eligible to participate in annual bonus program