Responsible for the internal wealth management sales effort for a specific region.
Partner with the dedicated Regional Consultant in promoting the adoption and use of the firm’s Wealth Management Platform (WMP).
Field platform related inquiries through the internal sales call queue.
Convert inquiries into sales opportunities.
Execute a proactive lead generation strategy and conduct data analysis to identify sales opportunities in their region.
Consult advisors on the structure of their advisory businesses, adoption of the right programs for optimal productivity and efficiency.
Educate and develop advisors to evolve and grow their businesses.
Participate in call campaigns to highlight benefits of WMP, new enhancements.

Bachelor’s Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered.
Enthusiastic sales-focused personality
bold attitude regarding business development
Quick learner and ability to introduce a complex subject matter in clear articulate fashion
Experience in lead qualification, pre-call planning, scripting, and execution of call campaigns
Deep experience working directly with financial advisors
Comfortable, persistent, and gracious on the telephone
Ability to work independently with high level of organization and time management skills
Tenacity to make calls and generate desired outcomes
Proficient in Excel, including creation and maintenance of tracking spreadsheets
Knowledgeable on financial services and key wealth management concepts
Preferred Requirements: FINRA Series 7 and/or 66
Experience with Envestnet platform

Internal Advisory Consultant

Key skills