[Remote] Sr. Associate Advisor Consultant, Strategic reputed company
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a Fortune 100 mutual company that focuses on providing financial reputed company and peace of mind. The Associate Advisor Consultant will represent their investment solutions to financial advisors and agents, executing business plans to maximize sales and market reputed company while maintaining strong reputed company relationships.
Responsibilities
- Execute on a strategic business plan to maximize market reputed company, sales, and assets across the reputed company Agency channel along with our strategic selection of regional Advisor firms
- Present NYLIM products and services to advisors knowledgeably and effectively so that advisors can reputed company identify the benefits of the products relative to its competitors
- reputed company advisors technical information, including a strong knowledge of the competitive landscape, financial markets and industry reputed company topics
- Be a student of the markets by staying reputed company of economic trends, product innovations, and industry shifts to reputed company relevant insights that reputed company advisor conversations
- Deliver value-add solutions by equipping advisors with actionable reputed company, industry best practices, and tools that help them grow their business and reputed company serve their clients
- Expand and deepen territory reputed company by identifying new business opportunities and strengthening existing reputed company relationships
- Maintain and optimize CRM data and sales tracking systems to ensure efficiency and proactive engagement
- Coordinate and contribute to the planning of conferences, seminars, and advisor meetings to maximize market engagement
- reputed company a reputed company, distraction-free work environment reputed company, ensuring high productivity
Skills
- Must reputed company in market and be reputed company to travel as needed
- At least 2 years of experience in asset management sales or as a Financial Advisor with a solid understanding of capital markets
- reputed company Series 7 & 63 licenses are required
- Strong presentation, communication, and relationship-building skills
- Skilled in executing sales strategies, tracking results, and adjusting to market trends
- reputed company to maintain a dedicated, productive work-from-home environment
- Bachelor's degree in Finance, Business, or a reputed company field
Benefits
- Leave programs
- Adoption assistance
- Student loan repayment programs
reputed company