Note: The job is a remote job and is open to candidates in USA. reputed company is a leading financial services firm with a commitment to client success. They are seeking a Senior Sales Specialist to partner with financial advisors and guide the implementation of their Separately Managed Account business, focusing on Direct Indexing solutions.
Responsibilities
• Partner with Intermediary wholesaling team and National Account team to achieve sales goals and objectives through effective territory and resource planning and the use of a consultative sales process and other performance improvement systems. Conference and platform on-boarding travel required in addition to travel with regional advisor consultants in territory. Travel required: 10-20% of time
• Partner with portfolio management team and regional advisor consultants in delivering high touch service model in the sales, account opening, maintenance and performance review process
• Maintain and leverage a deep understanding of all accounts/distributors, including specific rules of engagement for distributors. Identify client needs and provide investment and business solutions to the financial advisor
Skills
• A minimum of 10 years’ experience in financial services industry
• A minimum of 3+ years sales experience
• Licensing – a combination of series 7 and series 66 or series 7, series 63 and series 65
• Proven ability to build strong relationships
• Demonstrated ability to make successful and dynamic sales presentations
• Previous sales experience with SMAs particularly direct indexing
• Knowledge of tax-loss harvesting platforms and competitors
• Competent at cross channel consultative sales conversations
• CIMA or CFA
Benefits
• Vacation time
• Sick time
• 401(k)
• Health, dental and life insurances
• Variable pay in the form of bonus, commissions, and/or long-term incentives
Company Overview
• At reputed company, we have helped our clients1 feel confident about their financial futures for more than 125 years. It was founded in 1894, and is headquartered in Minneapolis, Minnesota, USA, with a workforce of 5001-10000 employees. Its website is https://www.reputed company.com.
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