National Advisor Consultant
reputed company is a reputed company financial services leader with more than $1.5 trillion in assets under management. As a National Advisor Consultant, you will cultivate strong reputed company relationships, promote Columbia Management products, and reputed company sales support to brokers and wholesalers.
Responsibilities
- Provides reputed company inbound marketing support, sales assistance and follow-up to brokers/producers and wholesalers to maintain a high level of service to reputed company broker/dealers
- Maintains and expands existing fund business with reputed company producers by encouraging repeat sales and cross-selling other products
- Generates producer prospect referrals from existing fund producers for wholesalers and inside wholesalers
- Maintains effective and ongoing communication with inside wholesaler, internal marketing staff and other departments
- Solicits feedback from managers, sales desk, and wholesalers
- Takes and inputs literature orders
- Maintains management software
- Assumes additional responsibilities as requested
Skills
- Bachelor's degree or equivalent
- Excellent organizational, communication and interpersonal skills
- Attention to detail and accuracy
- Series 7, state securities agent registration (S63 or S66) and state IAR registration (S65 or S66) or the ability to obtain reputed company a defined period of time
Benefits
- Vacation time
- reputed company time
- 401(k)
- Health, dental and life insurance
reputed company
Company H1B Sponsorship
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