Works closely with external wholesaler to develop and execute an appropriate business plan to maximize territorial sales, including assessing current state of assigned territory to identify opportunities for new business in order to maintain and further sales cycle
Develops relationships with Registered Investment Advisors (RIAs), industry partners and contacts to generate new prospects and to help develop their business
Makes proactive outbound calls to new potential representatives, critical contacts from other organizations including Field Specialists of top Broker/Dealers, to investigate potential sales and market CLS products and services
Schedules quality appointments weekly for external wholesaler to meet with producing or potentially producing Registered Investment Advisors (RIAs)
Receives incoming calls via sales queue and answers questions accurately and professionally regarding CLS offerings, sales, information, and prospects
Follow-ups on Wholesaler appointments, conference leads and referrals of qualified representatives to uncover business opportunities and accelerate sales process
Provides website tours to RIAs to market and promote company products and services
Assists RIA in analyzing information regarding their client's financial information and history to recommend and determine appropriate investment strategies to meet their needs
Serves as a product expert on CLS client-specific asset allocation portfolio solutions, keeping RIAs apprised of market and product changes, and enhancements CONFERENCE/SEMINAR COORDINATION
Collaborates with marketing in planning regional Excelerate event logistics including venue selection, campaign setup, invitee selection, material distribution, etc.; attends event as needed
Promotes company sponsored Partnership, Excelerate, and Advisory Panel meetings and invites good prospects to the meetings.
Assists sales and marketing teams in developing an effective strategy, including key players and message delivered, to maximize time with clients during company sponsored seminars
Creates presentations and participates in leading breakout or round table discussions regarding CLS strategies during representative visits and company sponsored meetings SALES ADMINISTRATION
Completes and distributes weekly dashboards providing recap of territory sales as compared to goal and highlights of territory activities
Maintains Wholesaler database of contacts and leads; updates information such as ID status regularly, manages hubs in territory, runs reports, and adds contacts and leads to database MARKETING
Communicates marketing fulfillment needs to Inside Sales Assistant
Discusses and develops ideas with Marketing department regarding campaigns and new tools INDUSTRY KNOWLEDGE
Maintains thorough understanding of all company products, including benefits and drawbacks, in order to advise representatives on choosing correct product to meet client needs
Reads daily, weekly, and quarterly commentary produced by internal Portfolio Management team and participates in internal education such as answering the daily survey questions May perform other duties as required and assigned.
WORKING RELATIONSHIPS & CONTACTS
Daily contact with prospective and existing RIAs, industry partners and contacts regarding business development ideas, follow-up calls, conferences, road shows, etc.
Frequent contact with external sales regarding day-to-day activities, scheduled meetings, etc.
Regular contact with client service, business development, and new business teams to maintain RIA relationships
Knowledge and understanding of different investment vehicles
Ability to multi-task while maintaining careful attention to detail
Ability to work effectively both individually and within a team environment
Ability to work with a sense of urgency to meet deadlines and address competing priorities
Proficient skills with Microsoft Office software including Word, Excel, PowerPoint and Outlook
Excellent written, listening and verbal communication skills
Effective problem solving, telephone and organizational skills
Ability to provide exceptional customer service to ensure high customer satisfaction
Ability to conduct effective presentations and speak effectively before groups of customers
Ability to recognize business opportunities and act upon them accordingly
Minimum of a Bachelor of Science in Business Administration, Finance or related field required
Series 65 license (or ability to obtain within 60 days of employment if an external candidate) required
Minimum of six months of customer service or inside sales experience required; 1 year of experience preferred
Experience working within the Financial Services industry preferred *Equivalent education and experience will be considered
CONFORMANCE STATEMENT: The statements in this document are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, knowledge, skills, and abilities required of individuals so classified. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job duties and responsibilities.
WORKING CONDITIONS/EQUIPMENT/SAFETY: Normally works in a general office environment with the use of computer, printer, telephone, copier, fax, and calculator. Lighting and temperature are adequate and there are no hazardous or unpleasant conditions caused by noise, dust, etc.