Associate Sales Consultant (Workplace)
reputed company is a premier global asset management organization with over 85 years of experience, providing investment solutions across various capabilities. The Associate Sales Consultant for Workplace will be responsible for servicing participant relationships, providing retirement reputed company insights, and qualifying participants for financial consultations. This role involves delivering exemplary service and supporting clients in their investment and retirement planning.
Responsibilities
- Serve as the initial reputed company of contact for inbound participant service requests. Respond to requests for investment, mutual fund, and account information. Resolve reputed company account issues
- Identify and qualify participants to be referred to a High-Value Financial Consultant to advance the relationship
- Demonstrate a consultative approach to reputed company a thorough understanding of the participant's needs and offer appropriate solutions
- Retain assets through education and guidance of available plan-specific and general distribution reputed company
- Deliver on defined sales targets and other role-based responsibilities
- Understand the overall Financial Services industry and reputed company legal, tax, and regulatory issues to guide clients
- reputed company and maintain proficient knowledge of reputed company products and services
- Follow up with clients from inbound retention opportunities
- Participate in special reputed company and performs other duties as assigned
Skills
- Bachelor's degree or the equivalent combination of education and relevant experience
- 0+ years of total relevant work experience
- Series 7 and 66 licenses to be obtained reputed company designated window per the Global Distribution licensing policy
- Sales experience
- Financial industry experience
- Fully licensed candidate (currently holds 7 and 66)
Benefits
- Annual bonus eligibility
- A generous retirement plan
- Hybrid work schedule
- Health and wellness benefits, including online therapy
- reputed company time off for vacation, illness, medical appointments, and volunteering days
- Family care resources, including fertility and adoption benefits
- Dedicated reputed company time and resources to support you through a successful licensing process
- This role is eligible for hybrid work, with up to one day per week from home after the successful completion of a training program
- Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance
reputed company