Regional Consultant, Sales Placemark Investments
THIS JOB HAS EXPIRED
KEY RESPONSIBILITIES
This position will assume the following key responsibilities:
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Represent various branded and proprietary Placemark-enabled UMA solutions to retail investment advisors in a defined, multi-state territory.
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Educate fee-oriented advisors on the benefits of the UMA, introduce them to the Placemark desktop as a means of demonstrating those benefits and assist them in preparing initial investment proposals for investors.
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Develop distribution throughout the territory by building relationships and gaining commitment from advisors to use the Placemark product on a consistent basis.
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Provide feedback to the Placemark home office regarding potential new features, sales opportunities and marketing material.
Key Activities
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Meet with advisors in their respective offices to identify potential producers and develop product sales.
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Coordinate activities with internal sales partner to prioritize calling efforts, profile advisors, and optimize overall territory production.
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Develop efficient territory management plan and routine travel schedules.
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Maintain Placemark sales database by creating call reports and updating contact profiles.
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Meet administrative responsibilities by filing expense reports in a timely fashion
CORE COMPETENCIES & PERSONAL ATTRIBUTES
A qualified candidate must have the following key skills and capabilities:
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Demonstrated success selling retail investment management products in a wholesale environment to investment advisors
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High level of proficiency in mutual funds, separate accounts, asset allocation, and investment advisory subject matter
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Deep proficiency in investment consulting practices
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Effective territory management skills
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Ability to partner effectively with an inside sales partner
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Strong communication (both written and oral) skills
REQUIRED EXPERIENCE & CAPABILITIES
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Seven years minimum experience in retail financial services
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Five years minimum sales experience selling to the investment advisory community
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Proven ability to provide constructive feedback to sales management and product marketing
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Effective public speaking skills
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Professional attitude and appearance
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Experience / familiarity with implementing technology-based solutions
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NASD Series 65 license required
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NASD Series 7, 6, and/or 24 preferred
COMPENSATION & BENEFITS
Bullet Competitive salary plus sales commissions
Bullet Comprehensive benefits package including:
o Medical, dental and vision insurance
o 3 weeks paid vacation
o 401(k) plan with company match
o Employer paid life insurance, AD&D and short-term disability coverage.
| Location: |
US
United States
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