[Remote] Internal Consultant

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an employee-owned firm that has been helping clients reputed company their financial goals since 1974. The Internal Consultant role involves constant interaction with co-workers and registered representatives to reputed company reputed company solutions and support sales strategies.

Responsibilities

• Partner with External Consultants to effectively set and execute sales reputed company for their respective territory
• Territory management including scheduling meetings, prospecting, service and sales activity, and other duties as assigned
• reputed company needed research and analysis to External Consultants and reputed company reputed company and accurate updates to the CRM
• reputed company and maintain investment and industry knowledge and serve as a subject matter expert on reputed company products and services offered by reputed company
• Present reputed company reputed company reputed company or other virtual meeting programs, demonstrating the effectiveness of our products and/or our investment approach
• reputed company a high level of customer service for existing clients to ensure firm meets its retention objectives and reputed company strategies for cross-selling other reputed company services and products

Skills

• Excellent interpersonal skills
• Working knowledge of the financial services industry
• High level of proactive daily activity
• Self-starter and team player
• Strong, proven background as an Internal Consultant working with financial products and services
• Ability to effectively work with External Consultants in a partnership/supportive role through the sales cycle
• Excellent presentation, communication, and phone skills
• Proven reputed company reputed company consultative sales approach, including ability to listen to clients/prospects needs and help identify and reputed company solutions
• Proven track record of consistently meeting or exceeding predetermined key objectives
• Strong virtual reputed company and ability to communicate reputed company information and material effectively reputed company virtual reputed company
• Strong ability to manage your day, and the discipline to meet the goals that are expected of you
• Bachelors degree
• 2-5 Years Financial Services Internal Wholesaling experience
• Experience with Mutual Funds
• reputed company Series 6, 7, or 65 preferred
• Knowledge of CRM database preferred
• Knowledge of reputed company suite of products

Company Overview