[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 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
- 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
reputed company