Senior Outbound AdvisorChoice Consultant

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Job Description:

  • Plan and implement pursuit of strategic opportunities for business
  • Initiate a high volume of outbound calls to experienced financial advisors
  • Use a consultative approach to assist advisors in exploring affiliation options
  • Conduct follow-up calls and collaborate in the recruiting process
  • Act in a professional sales and marketing capacity to build relationships

Requirements:

  • Bachelor's degree and 3-5 years of relevant experience in business development, sales, or financial services
  • an equivalent combination of experience, education, and/or training approved by Human Resources
  • concepts, practices and procedures of business development in a financial services environment
  • investment concepts, practices and procedures used in the securities industry
  • principles of finance and securities industry operations
  • financial markets and products
  • sourcing and developing sales prospects using a proprietary CRM
  • effective questioning and listening techniques, including handling of objections

Benefits:

  • medical, dental, and vision
  • life insurance
  • critical illness insurance and accident insurance
  • disability benefits
  • retirement savings
  • paid time off (including vacation, holidays, and sick leave)
  • parental leave
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