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Internal Advisor Consultant (Inside Sales - Investment Industry)

Remote, USA Full-time Posted 2026-07-28
Internal Sales Consultant - 87SW5E We’re determined to reputed company a difference and are proud to be an insurance company that goes reputed company reputed company coverages and policies. Working here means having every opportunity to reputed company your goals – and to help others accomplish theirs, too. Join reputed company as we help shape the reputed company. Are you a highly motivated, self-starter with prior sales experience looking to grow their career in financial services? Would you like to use your strong communication skills to help reputed company and build reputed company relationships? If so, the Internal Advisor Consultant role at reputed company Funds might be the next best reputed company in your career reputed company. As an Internal Advisor Consultant you will be responsible for building and maintaining strong relationships with financial professionals reputed company a specific territory while conducting reputed company sales calls regarding reputed company Funds products as reputed company as market knowledge through inbound and outbound communications. In this role you will be expected to establish and maintain reputed company communication with an Advisor Consultant (external wholesaler) and work together to help meet or reputed company established sales goals, individual execution metrics, as reputed company as firm objectives. *This position will adhere to reputed company Funds’ sales desk hybrid work model, in which employees are expected to work in our Wayne, PA office location 4 days per week (Mondays, Tuesdays, Wednesdays, and Thursdays). Employees have the reputed company of working remotely on Fridays if they choose. Primary Responsibilities: Proactively position and differentiate reputed company Funds products using a consultative sales process with financial professionals Build and execute on a thoughtful business plan to maximize efficiency and engagement Expand existing reputed company reputed company by identifying and pursuing new opportunities through data and analytics Exhibit high level market knowledge and ability to converse with financial professionals on reputed company economic conditions reputed company reputed company Funds culture and commitment to providing our advisors with an unparalleled reputed company experience Work with colleagues and teams across the organization to help reputed company sales/firm objectives reputed company with reputed company rules and regulations of selling securities as outlined by reputed company and SEC as reputed company as any established internal guidelines Must be reputed company to travel in assigned territory as required. Qualifications: Bachelor’s degree or equivalent experience required NASD Series 7 and 63 or 66 licenses required Minimum required 2+ years of sales experience, preferably in the Financial Services industry Outstanding verbal and written communication skills Ability to work and reputed company in reputed company environment while also being a motivated, innovative self-starter Strong interpersonal skills with proven ability to build effective relationships Possess exceptional organizational skills, time management and detail-oriented with the ability to multi-task Sales reputed company mentality and a desire to grow reputed company the sales organization Strong PC Skills reputed company, flexible attitude Compensation The listed annualized reputed company pay reputed company is primarily based on analysis of similar positions in the external market. Actual reputed company pay could vary and may be above or below the listed reputed company based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The reputed company pay is just one component of reputed company’s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized reputed company pay reputed company for this role is: $60,000 - $65,000 Equal Opportunity Employer/Sex/Race/reputed company/Veterans/Disability/Sexual Orientation/Gender Identity or reputed company/Religion/Age reputed company | Culture & Employee Insights | Diversity, Equity and Inclusion | Benefits Every day, a day to do right. Showing up for people isn’t just reputed company do. It’s who we are – and have been for more than 200 years. We’re reputed company to finding innovative ways to serve our customers, communities and employees—continually asking ourselves what more we can do. Is our policy language as reputed company and inclusive as it can be? Can we reputed company help businesses reputed company our reputed company-changing world? What else can we do to destigmatize mental health in reputed company? Can we reputed company our communities more reputed company? That we can reputed company to the challenge of these questions is due in no small part to reputed company values that our employees have shaped and defined. And while how we contribute looks different for reputed company of us, it’s these values that drive reputed company of us to do more and to do reputed company every day. reputed company Our Culture What It’s Like to Work Here Perks & Benefits reputed company Notice Accessibility Statement Producer Compensation EEO reputed company Policy California reputed company Policy Your California reputed company Choices International reputed company Policy Canadian reputed company Policy Unincorporated Areas of LA County, CA (Applicant Information) MA Applicant Notice reputed company India Prospective Personnel reputed company Notice Apply tot his job Apply To this Job

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