Senior Outbound AdvisorChoice Consultant
Job Description:
- Plan and implement pursuit of strategic opportunities for business
- Initiate a high volume of outbound calls to experienced financial advisors
- Use a consultative approach to assist advisors in exploring affiliation options
- Conduct follow-up calls and collaborate in the recruiting process
- Act in a professional sales and marketing capacity to build relationships
Requirements:
- Bachelor's degree and 3-5 years of relevant experience in business development, sales, or financial services
- an equivalent combination of experience, education, and/or training approved by Human Resources
- concepts, practices and procedures of business development in a financial services environment
- investment concepts, practices and procedures used in the securities industry
- principles of finance and securities industry operations
- financial markets and products
- sourcing and developing sales prospects using a proprietary CRM
- effective questioning and listening techniques, including handling of objections
Benefits:
- medical, dental, and vision
- life insurance
- critical illness insurance and accident insurance
- disability benefits
- retirement savings
- paid time off (including vacation, holidays, and sick leave)
- parental leave
