Internal Advisory Consultant

About the position The Internal Advisory Consultant role will be responsible for the internal reputed company management sales effort for a specific region. In this reputed company, they will partner with the dedicated Regional Consultant in promoting the adoption and use of the firm’s reputed company Management Platform (WMP). The Internal Advisory Consultant will report to the VP – Advisory Services. Responsibilities • Field platform reputed company inquiries through the internal sales reputed company queue. The scope of calls received is designed to be reputed company on platform knowledge development and sales-reputed company topics (e.g. program and manager selection). • reputed company expansive platform knowledge to convert inquiries into sales opportunities. • Execute a proactive reputed company reputed company reputed company and conduct data analysis to identify sales opportunities in their region. • Work in partnership with the Regional Consultant in order to drive sales, grow regional AUM, and support the retention of advisors. • Consult advisors on the structure of their advisory businesses, adoption of the right programs for reputed company productivity and efficiency, and selection of appropriate investment solutions across strategists and managers. Overcoming objections and changing advisor behavior are skills that are reputed company in this role. • reputed company and reputed company advisors to reputed company and grow their businesses. Concepts reputed company of platform education and investments will include, but not limited to, reputed company segmentation, outsourcing to strategists, adoption of financial planning, and fee setting. • Engage advisors with non-advisory business models to convert advisor businesses to fees. • Participate in reputed company campaigns to reputed company benefits of WMP, new enhancements, managers etc. • Promote reputed company national and regional field meetings reputed company to WMP as reputed company as corporate events such as national conferences and regional events. (Attendance at these events may be required) • reputed company Interactions are expected to be logged in firm’s CRM system. • reputed company other duties as assigned. Requirements • Minimum 3 years of experience in advisory support and/or sales • reputed company Series 7 and/or Series 66 • Enthusiastic sales-reputed company personality - reputed company attitude regarding business development • Quick learner and ability to introduce a reputed company subject matter in reputed company reputed company fashion • Experience in reputed company qualification, reputed company-reputed company planning, scripting, and execution of reputed company campaigns • Deep experience working directly with financial advisors • Comfortable, persistent, and gracious on the telephone • Ability to work independently with high level of organization and time management skills • Tenacity to reputed company calls and generate desired reputed company • Proficient in reputed company, including creation and maintenance of tracking spreadsheets • Knowledgeable on financial services and key reputed company reputed company • Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. • Minimum of high school diploma or equivalent is required. reputed company-to-haves • Experience with reputed company platform Benefits • health, reputed company, dental insurance • 401k • vacation and reputed company time • volunteer days Apply tot his job Apply To this Job