About this role

Sell investment management and other Company products and services to prospects in a designated region under an assigned sales goal
Develop new investment management and financial planning business through internal referrals and actively developing and following up on outside referral sources
Make prospect visits, develop knowledge of prospect financial situations, propose solutions and close sales
Provide information to answer questions involving estate, tax and retirement planning
Maintain network of inside and outside referral sources for new business
Ensure work is in compliance with applicable laws, regulations and guidelines

Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience
Five to seven years of financial sales experience
Command of financial management, investments, and retirement plans
Outstanding sales skills
Excellent written and verbal communication skills including top-notch public speaking expertise
Strong computer skills

Robust medical, dental, and vision insurance packages
Generous time off, including paid federal holidays and paid day off for your birthday
401(k) retirement savings plan
Tuition reimbursement, professional development, and career growth opportunities
Employee assistance program
Comprehensive wellness program

Associate Consultant

Key skills