• Establish and maintain national, regional, and local relationships within the territory.
• Collaborate with licensed professionals to incorporate insurance and protection products into client's financial plans.
• Work in conjunction with the internal support team to prospect, profile and manage assigned relationships.
• Focus on high-producing relationships to improve retention and increase productivity
• Fact-finding and prospecting within the region and to assigned relationships to maximize sales results.
• Train and educate assigned financial professionals on concepts, product solutions, and marketing ideas.
• Assist financial professionals at the point of sale during client meetings (either virtual or in-person).
• Develop and implement a business and activity plan that maximizes field contacts within an assigned territory and/or assigned relationships.
• Conduct meetings, seminars and training workshops to current and prospective relationships to increase the knowledge of available product lines and articulate the AIMCOR value proposition.
• Maintain a constant focus on developing new relationships to foster sales growth.

Skills: Relationship Management, Collaboration, Prospecting, Retention Strategies, Training & Education, Sales Support, Business Planning, Seminar & Workshop Facilitation

• Responsible for sales growth through all advisor-based channels including RIA’s, wirehouses, banks, independent brokers/dealers, and family offices. 
• Assist in the development of sales plans for the assigned region
• Work on increasing sales in the assigned region and in developing and maintaining assigned intermediary relationships
• Maintain and strengthen knowledge base regarding all aspects of the investment industry, competitors (direct and indirect), and products available in the securities marketplace
• Stay current on rules and regulations of selling securities as outlined by FINRA, the SEC, states and all internal guidelines established
• Conduct training to external and internal advisors on investment options and new fund roll-outs
• Assist in hosting geographical sales and training meetings
• Handling meeting coverage requirements
• Preparing for due diligence meetings
• Providing wholesaler communication, training and completing sales analyses

Skills: Sales Growth, Sales Planning, Relationship Management, Industry Knowledge, Regulatory Compliance, Training and Education, Meeting Facilitation, Sales Analysis

• Develop a business plan to grow and maintain sales in assigned territory.
• Drive sales through intermediary channels (RIA’s, wirehouses, IBD’s, banks, family offices)
• Build and establish rapport with key centers of influence within local branch offices
• Leverage existing advisor relationships 
• Document activity and meetings in the CRM system
• Conduct proactive telephone and in-person sales presentations to top tier advisors, highlighting firm products and value propositions.
• Partner with the President to drive sales and assets and build relationships with advisors through the execution of a defined territory plan and sales process.
• Effectively profile advisors to understand practice, clients and investment processes to identify needs and to position investment solutions and services to meet those needs.
• Provide portfolio construction and practice management support to financial advisors to help them strengthen client relationships and grow business.
• Execute consistent follow-up with advisors to advance the sales process and deepen advisor relationships.
• Demonstrate organized, efficient and effective territory management and phone skills on a consistent basis.

Skills: Sales Planning, Relationship Building, CRM Management, Sales Presentations, Territory Management, Advisor Profiling, Portfolio Support, Follow-Up Execution

• Develop an in-depth knowledge of the firm’s range of offshore funds and Alternative products
• Work closely with the SDs to sell the firm’s investment products through financial intermediaries
• Assist in cultivating new and deepening existing relationships with advisors by working with SDs as well as through database screening and outbound call campaigns
• Make sales calls, respond to inquiries in a timely manner and handle and grow assigned relationships
• Cover and have responsibility for an assigned territory and second-tier accounts directly
• Work with SDs to create a rotation schedule
• Work with contact relationship management database (Salesforce) to track meetings
• Develop and implement Institutional channel sales and marketing plan
• Acquire, develop, and maintain relationships with top-producing RIAs
• Demonstrated long-term productive relationships within the RIA channel
• Provide input in the development of digital marketing materials and firm positioning efforts

Skills: Product Knowledge, Relationship Building, Sales Calls, Territory Management, CRM Management, Sales & Marketing Strategy, RIA Relationship Management, Digital Marketing Input

• Track record of success in sales, highlighting the ability to effectively manage and consistently grow the channel
• Schedule and conduct effective meetings with regularity in a wide variety of environments such as Zoom, phone, sub-advisor calls, groups, and in-person
• Update and maintain Salesforce CRM with accurate and timely information
• Maintain Outlook Calendar and AMS Intranet Activity
• Meeting detail and notes should be entered directly following the appointment (activity notes should include the topic of conversation, case information, next steps for internal support follow-up, and date of next scheduled appointment/event)
• Meet or exceed the minimum territory production standards (updated to reflect current territory opportunity)
• Weekly planning/review meeting with Internal Partners
• Collaborate with the Regional Principal to identify and develop opportunities within the region
• Hold 16-20, in-person or virtual, sales appointments per week
• Prioritize and manage daily, weekly, and monthly production and workload.
• Maintain life and health insurance licenses.

Skills: Sales Growth, Meeting Management, CRM Management, Calendar & Activity Management, Production Planning, Collaboration, Appointment Scheduling, License Maintenance

• Experience with proven variable annuity sales results in the bank and/or independent broker-dealer channels
• Strong relationships with key bank and independent broker-dealer advisors and firms in the defined territory
• Exceptional presentation and communication skills
• Demonstrated success in variable annuity and fixed index annuity sales
• Proven track record of advisor relationship building
• Experience in lead development, lead follow-up, qualification and targeted account selling in person, on the phone, and with virtual technology
• Strong organizational skills and effective time management
• Knowledge of Microsoft Office proficiency, Allego, Seismic, technology
• Knowledge of CRM such as SalesForce or other CRM proficiency

Qualifications: BA in Marketing with 7 years of Experience

• Knowledge of financial markets with experience in a financial services organization
• Understanding of how annuity products fit within the overall retirement planning landscape
• Analytical skills and excellent communication and presentation skills
• Demonstrated sales production with new and existing Financial Advisors
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Successfully complete regulatory and job training requirements.
• Understanding of current market issues and trends as they relates to the insurance/financial industry and tax-related ramifications
• Experience with Salesforce and Concur
• In-depth product and industry knowledge.

Qualifications: BS in Business Administration with 6 years of Experience

• Proven track record of success with career and brokers and in achieving territory sales objectives
• Demonstrated sales and presentation skills, including strong negotiation skills
• Success in building and maintaining strong relationships with centers of influence
• Excellent knowledge of current life insurance products and industry
• Superior verbal and written communication skills
• Strong interpersonal, team-oriented, organizational skills
• Proven track record of developing sales results in assigned territory
• Experience in all channels of life insurance distribution is optimal
• Demonstrated strong fixed and variable annuity product knowledge
• Strong sales and relationship management experience 

Qualifications: BA in Finance with 7 years of Experience

• Ability to perform under stress in cases of emergency, critical or hazardous situations.
• Ability to work with others in a team environment.
• Ability to develop strategies and business plans to deliver and exceed expected business objectives and results.
• Ability to ensure workloads are appropriately balanced among team members.
• Ability to identify and recommend process improvements.
• Demonstrated excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
• Demonstrates advanced relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients.
• Demonstrates strong interpersonal skills with a collaborative style.
• Demonstrates strong project management skills, including the critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
• Finds common ground and can gain collaboration among management, colleagues and peers.

Qualifications: BS in Economics with 6 years of Experience

• Excellent oral, written and interpersonal communications skills
• Informed and conversant across a broad range of topics
• Energetic, self-motivated, positive attitude, goal-oriented
• Strong work ethic and leadership skills
• Ability and willingness to prepare relentlessly and execute passionately
• Strong relationship-building skills—client-focused
• Technical/Computer skills should include experience with Microsoft Word, Power Point and Excel
• Familiarity with investment strategies and concepts
• Enhanced problem-solving and analytical capabilities
• Ability to work independently and collaboratively

Qualifications: BA in International Business with 5 years of Experience