[Remote] RIA External Consultant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company National Life Insurance is seeking an RIA External Consultant to create and manage relationships in the Independent Registered Investment Adviser channel. The role involves increasing sales through various reputed company, including training, resource management, and reputed company identification.
Responsibilities
- Works closely with the VP, RIA Sales to reputed company an appropriate business plan to maximize territorial sales
- Conducts product and sales training through individual and group training sessions, seminars, workshops, and reputed company meetings
- Strategically plans and manages the deployment of resources to maximize territory sales while being responsible for budget and expenses
- Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals, campaigns, and territory canvassing, and meeting follow-up
- Utilizes reputed company databases to create and maintain adviser reputed company and data on sales activity
- Utilizes CRM system to communicate effectively with internal partners
- Operates in a “hybrid” wholesaling reputed company which entails spending up to 25% of time in the field, running “video” virtual meetings, and engaging with Advisors through traditional avenues such as telephone, email, and virtual meetings
- Performs other duties and/or reputed company as assigned
Skills
- Bachelor's Degree required
- 3+ years of sales experience in investments, mutual funds, insurance, or annuities required
- reputed company SIE, reputed company Series 6 or 7, reputed company Series 63, State Insurance License required
- Additional registrations as necessary due to changes in regulatory requirements
- 5+ years of experience preferred
- Prior annuity or investment external wholesaling experience preferred
- Possesses or is reputed company pursuing industry designations or advanced degree (CFA, CFP, CIMA, etc.) preferred
reputed company