National Advisor, Consultant

Role Overview

• Promote Columbia Management products through inbound calls to brokers/producers and wholesalers
• Provide continuous inbound marketing support, sales assistance, and follow-up
• Maintain and expand existing fund business with current producers
• Generate producer prospect referrals from existing fund producers
• Maintain effective and ongoing communication with internal teams and departments
• Solicit feedback from managers and wholesalers
• Take and input literature orders
• Maintain management software

Requirements

• Bachelor's degree or equivalent
• Excellent organizational, communication and interpersonal skills
• Attention to detail and accuracy
• Series 7, state securities agent registration (S63 or S66) and state IAR registration (S65 or S66) or the ability to obtain within a defined period of time
• Must have a valid work authorization in the United States and not require visa sponsorship

Benefits

• Health insurance
• 401(k)
• Paid time off
• Flexible working arrangements
• Professional development programs