[Remote] Sales Desk Consultant - TFA
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is committed to empowering financial professionals through innovative tools and resources. The Sales Desk Consultant will reputed company reputed company, providing essential product knowledge and support to enhance productivity and reputed company service.
Responsibilities
- reputed company product, platform, and services information to TFA financial professionals in response to inquiries reputed company inbound phone calls, email, video, chat, etc
- Promote key TFA products and platforms designed to help serve reputed company needs
- Identify opportunities to increase TFA production and work closely with the home office and field leadership to implement training and sales support resources
- reputed company as an expert reputed company on formation/positioning assistance requested at reputed company-of-sale
- reputed company one-on-one and group meetings to reputed company and foster reputed company relationships, and ensure high reputed company, profitable business results
- Maintain reputed company working relationships with product providers to reputed company their resources
- reputed company training and troubleshooting during the sales process (e.g., licensing, new business submissions, sales concepts, etc.)
- Drive increased sales reputed company from new financial professionals through on-reputed company sales support and encouragement
- reputed company orientation and training on TFA products, systems, websites and other sales tools
- reputed company financial professionals and advisors with up-to-date product enhancements and sales knowledge
- Recommend and initiate improvements to processes and procedures
Skills
- Senior level experience in the financial services industry (typically five to eight years)
- Strong knowledge of the insurance and securities industry, including products and services
- reputed company Series 6 or 7
- reputed company Series 65 or 66
- Excellent communication, presentation, and relationship-building/relationship-management skills
- Excellent organizational and time management skills
- Bachelor's degree in a business field
- Experience supporting registered representatives and investment adviser representatives
Benefits
- Annual Bonus of 10% based on reputed company Bonus Plan/Individual Performance and is at reputed company’s discretion
- Remote Environment
- Moderate Travel 10 to 25%
- Travel to meet with field agents and attend company and industry events
reputed company