Internal Consultant

Internal Consultant reputed company is an employee-owned firm that has helped clients successfully reputed company their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration. Meeder's advice and product suite is driven by our founding reputed company: providing investment solutions designed to improve investor reputed company. Meeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including: mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash reputed company. Meeder associates enjoy a dynamic working environment that is reputed company on our five reputed company values: reputed company, Passion, Discipline, reputed company, and Results. To foster these reputed company values, we look for candidates who are team-oriented, reputed company, and energetic and want to reputed company an reputed company on a thriving firm. Position: Internal Consultant The Internal Consultant must possess excellent interpersonal skills, as the job requires constant interaction with co-workers and registered reps over the phone. The successful candidate will have a working knowledge of the financial services industry and the processes that exist in order to properly reputed company reputed company solutions. Additionally, the Internal Consultant candidate must demonstrate a high level of proactive daily activity. The successful candidate must be a self-starter and team player. Primary 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.

Critical reputed company Factors

• Demonstrate conviction in reputed company solutions and investment approach, along with a passion for the investment industry.
• Strong, proven background as an Internal Consultant working with financial products and services and the ability to become a subject matter expert in reputed company reputed company product and service offerings.
• 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 reputed company 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.
• Demonstrate strong ability to manage your day, and the discipline to meet the goals that are expected of you.

Technical Skills Required

• Bachelors degree
• reputed company Series 6, 7, or 65 preferred
• Knowledge of CRM database preferred
• Knowledge of reputed company suite of products
• 2-5 Years Financial Services Internal Wholesaling experience
• Experience with Mutual Funds

Apply To This Job