• Collaborate closely with the wholesaling team to maintain market share within the assigned territory and identify new business opportunities.
• Generate sales leads by applying advanced selling techniques and following up on internally generated prospects.
• Prepare hypothetical illustrations, matrix comparisons, and organized sales proposals for high-value potential accounts.
• Increase market share by promoting SMA, DC, and mutual fund product opportunities.
• Engage with registered representatives to provide detailed product information and support business development efforts.
• Conduct virtual meetings and conference calls with financial advisors to discuss products and sales strategies.
• Leverage customer relationship management systems to analyze data and develop strategic approaches within the territory.
• Enhance communication and presentation skills to support travel with wholesalers for sales presentations and client meetings.

Skills: Territory Management, Lead Generation, Business Development, Product Knowledge, CRM Analysis, Sales Presentation, Client Engagement, Proposal Preparation

• Handle inbound sales calls from financial professionals, assistants, and back-office personnel, promoting the company’s annuity solutions.
• Collaborate with regional directors and external wholesalers to support assigned sales territories.
• Work with team members to manage the annuity marketing inbox and respond promptly to distributor inquiries.
• Increase awareness by explaining product features, benefits, and competitive advantages in detail to financial professionals.
• Prepare customized hypothetical illustrations and calculators to support sales discussions.
• Refer qualified leads to the internal sales teams for appropriate territories.
• Maintain adequate supplies of marketing materials for financial advisors and manage fulfillment requests.
• Record all phone interactions and activities in the CRM system for accurate tracking and reporting.
• Serve as a phone-based liaison between the company and financial professionals in the field.
• Collaborate with sales teams on outbound initiatives to engage producers across multiple territories.

Skills: Inbound Sales Support, Territory Collaboration, Email Management, Product Expertise, Sales Illustrations, Lead Referral, Marketing Fulfillment, CRM Tracking

• Engage with financial professionals to understand their product preferences, business models, and growth strategies.
• Analyze the client's needs to provide targeted investment and marketing support.
• Generate new business opportunities through proactive outreach and consistent communication.
• Call on advisors to discuss asset allocations, product options, and current market trends.
• Provide detailed sales and marketing information to support client decision-making.
• Follow up on information requests and keep clients informed about new products and offerings.
• Build and maintain strong, long-term relationships with existing clients.
• Make daily prospecting calls to targeted Financial Advisors to expand the client base.
• Handle inbound calls from advisors regarding product details, account issues, and operational inquiries.
• Deliver timely and professional solutions to ensure advisor satisfaction.
• Plan and execute mass marketing campaigns designed to attract prospective clients.
• Maintain and update all client interactions and records within the CRM system.
• Work with various analytical databases, including Morningstar, YCharts, Salesforce, and Broadridge.

Skills: Client Analysis, Investment Support, Business Development, Advisor Outreach, Sales Communication, Relationship Management, CRM Reporting, Market Research

• Introduce current and prospective clients to the company’s ETFs and related services through engaging phone conversations and virtual presentations.
• Communicate product benefits clearly to enhance client understanding and interest.
• Develop and maintain strong relationships with clients by providing timely responses and consistent follow-up.
• Address inquiries professionally to build trust and long-term engagement.
• Identify, segment, and target prospective clients to proactively promote the company’s ETF offerings.
• Execute outbound calls, marketing email campaigns, and web-based outreach to generate new leads.
• Collaborate with internal teams, including product specialists, capital markets, and marketing, to support effective sales execution.
• Leverage internal resources to deliver comprehensive and tailored client solutions.
• Work toward meeting or exceeding defined sales goals and performance metrics.
• Track activity metrics such as outbound calls, meaningful conversations, meetings, and follow-ups.
• Provide administrative support to ensure seamless coordination across sales operations.
• Contribute to efficient workflow and team productivity through proactive assistance and organization.

Skills: ETF Sales, Client Engagement, Product Communication, Prospect Targeting, Lead Generation, Team Collaboration, Sales Reporting, Administrative Support

• Proactively engage with new and existing financial advisor clients via phone and email to increase assets within the assigned territory.
• Develop a thorough understanding of client objectives to deliver tailored investment solutions.
• Partner with the regional sales director to implement strategic marketing and sales initiatives.
• Support territory growth by executing plans that strengthen advisor engagement and relationships.
• Prioritize and segment outreach efforts to focus on high-potential advisors.
• Build and maintain strong relationships through consistent communication and professional follow-up.
• Identify advisor needs by asking insightful questions and presenting appropriate product solutions.
• Encourage meaningful next steps that advance opportunities through the sales pipeline.
• Follow up persistently on open opportunities to ensure continued progress and client engagement.
• Maintain regular contact with existing clients to identify cross-selling and expansion opportunities.
• Enhance client loyalty by providing responsive, reliable, and personalized service.
• Coordinate and schedule meetings for the regional sales director to optimize territory management and efficiency.

Skills: Client Engagement, Investment Solutions, Sales Strategy, Territory Growth, Advisor Relations, Product Positioning, Pipeline Management, Meeting Coordination

• Actively develop new relationships with financial advisors to drive sales growth and asset expansion.
• Focus efforts on key accounts while continuing to service and support existing producing agents.
• Apply the Institutionalized Wholesaling approach to ensure effective execution of strategy and sales objectives.
• Adopt a consultative selling style that builds trust and long-term engagement.
• Strategically plan and allocate resources to maximize productivity within the assigned territory.
• Monitor performance metrics and adjust strategies to achieve optimal sales outcomes.
• Deliver an exceptional advisor experience through every interaction.
• Take full ownership of inquiries and issues, ensuring timely and complete resolution.
• Maintain consistent follow-up to reinforce confidence and satisfaction among advisors.
• Collaborate closely with management to align individual goals with broader business objectives.
• Identify areas for career advancement and pursue opportunities for continuous professional growth.

Skills: Advisor Development, Account Management, Strategic Execution, Consultative Selling, Territory Planning, Performance Monitoring, Client Experience, Issue Resolution

• Identify and qualify prospective advisors, broker-dealers, and investment sponsors through consistent outbound and inbound calls.
• Record qualified prospects in the CRM and follow up promptly to maintain engagement.
• Provide clear and informative explanations of the company’s services, benefits, and processes to prospective clients.
• Close new institutional and referral opportunities daily through effective communication and follow-up.
• Prepare for and participate in weekly meetings and monthly performance reviews, ensuring all action items are completed.
• Apply ongoing training focused on the institutional market to refine sales techniques and product knowledge.
• Collaborate with team members daily to strategize and implement initiatives that attract new institutional clients.
• Maintain a comprehensive list of non-qualified prospects and referral sources generated through marketing and lead activities.
• Conduct a minimum of 40 outbound calls per day to qualified and non-qualified institutional prospects.
• Develop and manage a strong monthly sales pipeline in the CRM to ensure consistent business growth.
• Serve as the main point of contact for inbound calls from potential clients and referral partners, incorporating qualified leads into the active pipeline.
• Transfer customer service-related inquiries to the appropriate department for resolution.
• Build and strengthen a network of institutional relationships and referral partners to enhance business development.
• Work collaboratively with referral partners to exchange and generate new client opportunities.

Skills: Prospect Qualification, CRM Management, Client Communication, Sales Closing, Performance Tracking, Product Training, Pipeline Development, Networking Collaboration

• Provide responsive inbound sales and marketing support across all company product lines.
• Collaborate closely with external wholesalers to generate qualified sales opportunities and innovative strategies.
• Use consultative sales techniques to identify client goals and recommend suitable solutions.
• Partner with agents and representatives to assess client needs and develop targeted marketing approaches.
• Drive growth by aligning product recommendations with both customer and business objectives.
• Leverage technology and internal systems to track sales activities and analyze agent engagement.
• Utilize reporting tools to identify trends and expand product distribution reach.
• Maintain open and proactive communication with sales, marketing, and operations teams.
• Ensure seamless execution of campaigns and initiatives through collaboration and follow-up.
• Stay up to date on competitive intelligence, product enhancements, and strategic priorities.

Skills: Inbound Support, Wholesaler Collaboration, Consultative Selling, Client Assessment, Growth Strategy, Sales Analytics, Cross-Team Communication, Market Awareness

• Establish and strengthen relationships with agent partners through proactive outreach via phone calls, emails, and virtual meetings.
• Conduct consistent follow-ups with agents to advance the sales process, deepen engagement, and sustain long-term professional relationships.
• Exceed agent expectations by delivering exceptional support and cultivating effective, high-quality partnerships.
• Provide agents with top-tier resources and guidance to help them effectively position and promote the company’s products.
• Participate in cross-departmental projects to broaden understanding of the company’s mission, operations, and digital solutions.
• Engage in ongoing, industry-recognized training programs to continuously improve sales, communication, and relationship-building skills.
• Establish credibility and trust with agents through professionalism, reliability, and consistent performance.
• Demonstrate strong active listening skills to accurately assess agent needs and deliver tailored sales support that adds value.
• Collaborate with internal departments to ensure operational efficiency and aligned business objectives.
• Maintain disciplined and detailed follow-up practices, including scheduling, thank-you correspondence, and proactive prospecting.
• Work closely with internal partners to troubleshoot and resolve distribution or process-related issues quickly and effectively.

Skills: Agent Relations, Follow-Up Management, Partnership Development, Sales Support, Cross-Functional Collaboration, Professional Training, Active Listening, Issue Resolution

• Partner with the Regional Sales Vice President to develop and execute a comprehensive territory sales plan.
• Collaborate on strategies that drive growth and expand market presence within the assigned region.
• Identify and cultivate new annuity sales opportunities through targeted outreach.
• Strengthen existing relationships with financial advisors by guiding them through the annuity sales process.
• Convert interested advisors into active producers through consistent engagement and education.
• Coordinate and execute marketing and call campaigns designed to boost territory performance.
• Leverage sales and marketing resources effectively to increase annuity market share.
• Track proactive and reactive sales activities and document all interactions within the CRM system.
• Analyze activity data to identify trends and measure performance against established goals.
• Provide expert reactive sales support for inbound calls, serving as a subject matter authority on annuity solutions.
• Take ownership of open issues within the territory, ensuring timely and satisfactory resolution.

Skills: Territory Planning, Growth Strategy, Opportunity Development, Advisor Relations, Producer Conversion, Campaign Execution, CRM Analysis, Issue Management

• Make high-volume outbound sales calls focused on prospecting, delivering product updates, scheduling sales appointments, and conducting post-event follow-ups.
• Respond promptly to inbound sales inquiries, literature requests, and service-related issues.
• Collaborate closely with the Regional Vice President (RVP) to maintain and establish new relationships within the Independent Broker/Dealer and RIA communities.
• Assist the RVP in developing and executing a comprehensive business plan for the assigned territory.
• Partner with the RVP to maximize territory coverage, expand market penetration, and identify key opportunities.
• Support in analyzing territory sales data to uncover trends and areas for growth.
• Contribute to the planning and execution of firm-wide and territory-specific marketing and sales campaigns.
• Serve as a liaison between the sales force and the operations department to resolve client issues efficiently and ensure smooth communication.
• Input and manage client information accurately in the firm’s CRM system (Salesforce) while tracking sales activities and progress toward goals.

Skills: Outbound Prospecting, Inbound Support, Relationship Management, Territory Planning, Market Expansion, Sales Analysis, Campaign Support, CRM Management

• Maintain strong relationships with internal and external partners to provide sales ideas, share technical product information, identify sales opportunities, and support new product launches.
• Align tactics and develop strategies consistent with the production goals of operating companies and agency administration.
• Develop and maintain productive relationships with assigned intermediaries to support business growth.
• Promote product sales through distributors by explaining product features, demonstrating service capabilities, providing sales ideas, conducting competitive analysis, and delivering training sessions.
• Assist in preparing proposals and handling administrative follow-up with policy and account management teams.
• Handle internal correspondence and make outbound calls to producers and distributors to support sales and marketing activities.
• Identify client needs and coordinate service efforts to effectively support assigned intermediaries.
• Conduct sales promotion and product training meetings for intermediaries, as well as for existing and prospective policyholders or accountholders.

Skills: Partner Relations, Sales Strategy, Intermediary Management, Product Promotion, Proposal Support, Administrative Coordination, Client Service, Training Delivery

• Drive mutual fund investment sales while strengthening relationships with financial professionals in the DCIO channel.
• Leverage consultative communication to promote the company’s products and investment philosophy.
• Develop in-depth expertise in the firm’s mutual fund lineup and the broader retirement and investment landscape, and apply this knowledge to support sales goals and advisor engagement initiatives.
• Build and maintain strong relationships with DC-focused financial advisors and consultants.
• Guide practice management strategies and respond promptly to product inquiries.
• Collaborate closely with the external DCIO sales team to align outreach and territory strategies.
• Engage proactively with retirement-focused advisors and consultants to raise awareness of available funds.
• Drive sales growth by identifying new opportunities within assigned regions.
• Record all customer interactions, profiles, and meeting details accurately in the CRM system.
• Use CRM data to track progress, measure performance, and strengthen client relationships.
• Assist with internal projects designed to improve sales efficiency and enhance advisor engagement.
• Participate actively in sales meetings and training sessions to stay updated on products, markets, and best practices.

Skills: Mutual Fund Sales, Consultative Communication, Product Expertise, Advisor Relations, Practice Management, Territory Alignment, CRM Tracking, Sales Growth

• Develop and strengthen relationships with financial advisors and registered representatives within the broker-dealer network through proactive outbound and inbound sales calls.
• Maintain consistent communication with the external partner by reviewing daily sales results, sharing relevant updates from meetings and calls, and discussing information that may impact the assigned territory.
• Keep the territory database up to date using Salesforce, logging all calls, meetings, emails, and detailed notes.
• Increase market share within the territory by consulting with financial advisors on available products and their client applications.
• Educate financial advisors on the company’s distributed products and benefits, providing recommendations tailored to their clients’ needs.
• Offer guidance and insights to financial advisors regarding company performance, operating results, and business strategies.
• Establish yourself as a knowledgeable resource for broker-dealer partners and internal teams on the investment industry, competitor landscape, and available market products.
• Research and analyze quarterly and annual reports, 10-K filings, and other relevant public information to inform discussions with advisors.
• Respond effectively to technical and competitive product-related inquiries.
• Adhere to all FINRA, SEC, and company-specific rules, regulations, and compliance guidelines related to securities sales.
• Represent the company at client seminars, industry conferences, and educational events to provide product and market insights to financial advisors and registered representatives.

Skills: Advisor Relations, Territory Management, Salesforce Reporting, Market Expansion, Product Education, Industry Expertise, Compliance Adherence, Event Representation

• Conduct sales activities with current and prospective advisors to generate new business and drive sales activity.
• Proactively build relationships with advisors to encourage ongoing engagement and new sales opportunities.
• Respond to inbound calls from advisors across multiple channels, providing accurate information and professional support.
• Monitor and manage the sales desk mailbox, responding promptly to field inquiries.
• Oversee marketing efforts to maximize sales activity and field engagement.
• Provide illustration support to demonstrate product benefits and sales concepts effectively.
• Collaborate with field partners and marketing associates to coordinate promotional events and campaigns.
• Support company-driven initiatives, including product launches and other key projects.
• Understand the appropriate application of company products in sales situations and provide tailored recommendations to advisors.
• Deliver illustration and case design assistance to help advisors develop client solutions.
• Stay informed about competitors’ products, marketing strategies, and advanced sales applications to maintain a competitive edge.
• Track weekly sales and illustration activity, analyze performance, and report results to leadership.
• Monitor the status of active cases and communicate updates proactively with advisors.
• Maintain an updated database with current advisor information and activity history.
• Ensure all duties are carried out in compliance with state and federal regulations, as well as company policies and procedures.

Skills: Sales Generation, Advisor Engagement, Inbound Support, Marketing Oversight, Illustration Assistance, Event Coordination, Competitive Analysis, Compliance Management

• Must have active Series 7, 63, 65 (or 66).
• Experience in financial services sales.
• In-depth understanding of asset allocation strategies and investment product differentiation.
• Knowledge of compliance protocols and record-keeping requirements in financial sales.
• Understanding of capital markets dynamics, product positioning, and advisor segmentation.
• Experience in cultivating and maintaining strong relationships with financial advisors across multiple channels.
• Proven success supporting external wholesalers in driving territory growth and revenue expansion.
• Experience coordinating territory business plans and executing advisor engagement campaigns.
• Track record of managing lead pipelines from prospecting through conversion and retention.
• Excellent telephone focus and presence.
• High energy and the ability to maintain a peak state of performance throughout the day.
• Strong analytical and software capabilities.
• Familiar with CRM optimization techniques and pipeline analytics to enhance sales efficiency.

Qualifications: BS in Marketing with 6 years of Experience

• FINRA Series 6/7 and 63 License.
• Sales experience in a Financial Services environment.
• Experience with Annuities and Mutual Funds.
• Understanding of retirement income planning and the role of annuities in portfolio diversification.
• Knowledge of wholesaling distribution channels, including independent broker-dealers and wirehouses.
• Proven ability to support advisors with product education, case design, and competitive positioning.
• Experience collaborating with marketing teams to create territory-specific campaigns and materials.
• Track record of successfully onboarding and training new financial advisors on product offerings.
• Experience using data insights to identify underperforming markets and develop growth strategies.
• Self-motivated, goal-oriented sales professional.
• Demonstrate excellent verbal and written communication skills.
• Flexible and professional demeanor, and the ability to work in a fast-paced, changing environment.

Qualifications: BA in Communication Studies with 4 years of Experience

• NASD Series 7 and 63.
• Financial services internal sales experience with strong presentation success.
• Strong knowledge of the FA and RIA marketplace.
• Broad market understanding, including mutual fund and ETF products.
• Working knowledge of industry regulations governing advisor communication and sales materials.
• Fluent in English with excellent verbal, written, and interpersonal skills.
• Detail-oriented and highly organized with effective time management.
• Proven ability to prospect and build relationships with financial advisors.
• Skilled in consultative selling and delivering impactful presentations.
• Adept at leveraging internal teams to support sales goals.
• Experience using CRM data to track prospect activity and refine follow-up strategies.
• Proficient in Microsoft Office and comfortable working across all organizational levels.

Qualifications: BS in Finance with 5 years of Experience

• NASD Series 6 and State Insurance Licenses.
• Experience in the life insurance industry, including in sales support.
• Solid knowledge of life insurance products, sales concepts, illustrations, and underwriting processes.
• Familiarity with commissions and client service procedures.
• Strong negotiation and problem-solving skills.
• Strong interpersonal, written, and customer service skills with the ability to support both internal and external clients.
• Excellent time management and organizational abilities with proven capacity to handle multiple priorities.
• Able to work independently, collaboratively, and in a self-directed manner.
• Detail-oriented and proactive with strong relationship-building and technical skills.
• Proficient with PCs in a Windows environment and skilled in Microsoft Word, Excel, and PowerPoint.
• Experience with database management and administrative processes.

Qualifications: BA in Business Administration with 3 years of Experience

• Ability to obtain FINRA SIE, 6, and 63 and Life/Health/Variable Annuity licenses.
• Demonstrated sales experience and success in case management and support.
• Experience supporting high-volume sales operations while ensuring accuracy in case documentation and follow-ups.
• Proven ability to assist advisors through the entire sales cycle, from initial inquiry to post-sale support.
• Familiar with variable annuities, indexed products, and life insurance as integrated financial solutions.
• Understanding of advisor sales desk structures, escalation paths, and case-tracking procedures.
• Knowledge of financial planning principles, including risk tolerance and portfolio suitability assessment.
• Confidence, self-motivation, and passion for achieving big goals.
• Excellent interpersonal, communication, and negotiation skills.
• Self-starter with strong organizational and time-management skills.
• Excellent planning and organization skills to handle multiple assignments and requests simultaneously, including the ability to prioritize tasks with conflicting deadlines.

Qualifications: BA in Economics with 2 years of Experience

• Financial services designations (e.g., CSC, CFP, CIM, CFA).
• Financial services industry experience.
• Sound knowledge of securities, mutual fund products, and the investment industry.
• Deep understanding of wealth management principles and client-centric advisory models.
• Familiarity with fund operations, pricing structures, and risk-adjusted performance metrics.
• Working knowledge of portfolio diversification strategies across asset classes and investment styles.
• Demonstrated ability to contribute to the development and rollout of new investment product strategies.
• Proven success in analyzing advisor sales data to identify performance drivers and growth opportunities.
• Skilled in preparing and delivering competitive analysis reports for product positioning and market differentiation.
• Excellent communication and interpersonal skills in managing relationships with clients.
• Strong time management and organizational skills with the ability to meet deadlines.
• Resourcefulness and creative problem-solving skills to provide effective solutions for clients.
• Excellent PC skills - MS Word, MS Excel, MS PowerPoint.

Qualifications: BS in Accounting with 7 years of Experience

• FINRA licensing, including SIE or equivalent and Series 6, with Series 7 and FINRA Series 63 license.
• Thorough understanding of ETFs, Separately Managed Accounts (SMAs), and Mutual Funds.
• Comprehensive understanding of managed accounts, fee-based advisory platforms, and distribution frameworks.
• Familiar with portfolio construction using ETFs and SMAs to achieve specific investment outcomes.
• Knowledge of investment product benchmarking, tracking error, and index methodology.
• Understanding of advisor segmentation, sales cycle stages, and pipeline management best practices.
• Experience in partnering with portfolio managers and product specialists to enhance advisor education and product positioning.
• Proven success in conducting territory analysis to identify new business opportunities and drive sales growth.
• Ability to work independently with strong self-management skills.
• Excellent persuasive communication, both written and verbal, including phone interaction.
• Strong presentation and public speaking abilities.
• Proven ability to deliver effective presentations and communicate complex financial concepts clearly.

Qualifications: BS in Entrepreneurship with 6 years of Experience

• Series 7 and Series 63 licenses.
• Knowledge of alternative investments.
• Knowledge and experience in the investment industry.
• Understanding of private placements, structured products, and REITs within the alternative investment space.
• Familiar with portfolio diversification using both traditional and non-traditional asset classes.
• Knowledge of sales performance metrics and reporting tools used to assess territory growth.
• Experience supporting sales campaigns that promote alternative investment strategies to advisors.
• Proven record of collaborating with external distribution partners to expand market reach.
• Ability to take initiative and be solution-oriented in all interactions.
• Strong analytical skills.
• Excellent interpersonal skills, including oral and written communication
• Excellent planning and organizational skills.

Qualifications: BA in Public Relations with 4 years of Experience

• Experience in sales or the financial services industry.
• An Active Life license or the ability to obtain one within the required timeframe.
• FINRA Series 6/7 and Series 63 licenses.
• Strong understanding of business problem-solving principles.
• Understanding of life insurance integration within retirement and wealth planning strategies.
• Familiar with sales enablement systems and workflow automation tools for tracking productivity.
• Knowledge of wholesaler performance analytics and reporting for territory planning.
• Proven success supporting sales teams by identifying advisor needs and providing timely product solutions.
• Excellent communication, active listening, and interpersonal skills.
• Client-focused mindset with a commitment to delivering quality service.
• Collaborative team player with flexibility and adaptability to change.
• Accountable and dependable in fulfilling responsibilities and meeting commitments.

Qualifications: BS in Business Analytics with 5 years of Experience

• Proactive sales experience within the Financial Services Industry.
• Series 6 and 63, Life Licenses.
• Understanding of financial product sales cycles and advisor prospecting methodologies.
• Familiarity with investment distribution channels, including independent broker-dealers and wirehouses.
• Knowledge of key performance metrics used to assess internal wholesaler productivity.
• Demonstrated success in cultivating and maintaining advisor relationships through consistent outreach and product education.
• Experience coordinating with external wholesalers to execute regional sales initiatives and achieve territory goals.
• Proven ability to manage inbound and outbound calls with high responsiveness and consultative focus.
• Can support marketing campaigns, webinars, and advisor training sessions to drive engagement.
• Excellent telephone, written, and verbal communication skills.
• Must have great attention to detail.
• Excel in a team environment.

Qualifications: BA in Management with 3 years of Experience

• Natural interest in sales and the financial markets.
• Series 6 or 7 and 63 or 66.
• Relevant financial services work experience.
• Experience in investment experience or client service/sales support within the financial services industry.
• Exceptional communication and probing skills, and the ability to close sales.
• Ability to collaborate with a team and execute responsibilities independently.
• Polished, ambitious, and professional.
• Detail-oriented with a high degree of accuracy and timely follow-through.
• Proficient in Microsoft Office.
• Experience with software, including Salesforce, StyleADVISOR.

Qualifications: BA in International Business with 2 years of Experience

• FINRA Series 7, 63, Life and Health licenses, and SIE certification.
• Experience in the financial services industry.
• Understanding of financial planning tools and how investment products integrate within holistic wealth strategies.
• Familiarity with competitive analysis and market research techniques for positioning investment solutions.
• Knowledge of compliance reporting and FINRA regulatory guidelines affecting product promotion.
• Proven success supporting financial advisors through consultative sales strategies and product education.
• Experience partnering with internal departments to streamline the advisor onboarding and servicing process.
• Demonstrated ability to identify new sales opportunities through territory analysis and advisor segmentation.
• Ability to influence and persuade to achieve desired outcomes.
• Strong analytical, problem-solving, and negotiation skills.
• Excellent oral and written communication skills, with presentation experience.
• Demonstrated ability to plan, organize, and prioritize.

Qualifications: BS in Financial Planning with 6 years of Experience

• FINRA SIE and Series 6/7 registration.
• Related experience in the life insurance industry, brokerage, or financial services sales experience
• Demonstrated experience with illustration software.
• Industry designations, including CLU, CHFC, and CFP.
• Ability to drive results and increase presence and market share in the assigned territory.
• Ability to build and maintain strong business relationships.
• Appetite for understanding market trends impacting business.
• Good knowledge of Life Insurance Products.
• Solid understanding of Compliance policies and practices.
• Excellent communication and problem-solving skills with the ability to interact effectively and professionally with all levels in the organization.
• Exceptional time management skills and detail orientation.
• Enthusiastic team player and self-starter with the ability to work independently and prioritize work in a fast-paced sales environment.

Qualifications: BS in Statistics with 4 years of Experience

• Appropriate FINRA licenses (7 and 63).
• Sales experience within mutual funds and/or ETF sales.
• Demonstrated record of selling success, achievement of sales goals.
• ETF experience and knowledge.
• Ability to proactively call clients and prospects to educate on the product.
• Ability to conduct web-based presentations and possess in-person presentation skills.
• Ability to meet activity metric and sales goals and objectives.
• Excellent verbal communication skills.
• Proficient in territory management skills.
• In-depth understanding of the ETF and investment products industry, financial concepts, product knowledge, investment management, and client-service strategies.
• Able to prioritize client projects and requests effectively.
• Intermediate proficiency levels in consulting with clients, managing relationships, obtaining and processing information required to provide services, and providing sales support.

Qualifications: BS in Supply Chain Management with 5 years of Experience

• Proven ability to grasp new products, concepts, and procedures.
• Must provide examples of handling difficult situations while maintaining high volumes of work.
• Demonstrated negotiation skills with both internal and external customers.
• Must be able to cite examples from work experience on identifying complex issues, quantifying the issue, and providing creative resolutions to solve them.
• Must be able to cite examples of self-motivation and experience working under limited supervision.
• Demonstrated strong attention to detail with excellent organizational skills.
• Cite examples of organization and time management methods used to manage or prioritize workload demands.
• Excellent verbal and written communication skills with the ability to convey information to internal and external customers in a clear, focused, and concise manner while following proper rules of punctuation, diction, and style.
• Ability to prepare correspondence, reports, and forms using a prescribed format.
• Experience must include strong telephone communication and etiquette skills.
• Proven experience involving customer service.

Qualifications: BA in Business Administration with 1 year of Experience