- Effectively develop relationships with Alternative Sales teams Advisors, Branch Managers and financial advisors to promote business-building ideas and services
- Develop new relationships, maintain and broaden existing relationship with financial advisors in assigned market segment and geographical territory through targeted prospecting activities
- Maintain a high level of expertise related to the capital markets, the investment management industry, and marketplace developments
- Speak with Financial Advisors directly and proactively establish rapport and create interest in product(s)
- Profile advisors and how to help them increase their business
- Learn, know and be able to present all focus products and value-added pieces
- Develop and implement a sales plan to capture opportunities in the most efficient and cost-effective way
- Proactively identify prospects and work autonomously to manage them to closure
- Deliver sales literature and sales ideas to facilitate sales process and enhance Advisor relationships
- Use cross-function utilization for our partner needs (as it pertains to sales documentation and / or marketing materials).
- Utilize data, market trends, and industry knowledge to formulate a strategy to maintain and increase assets
Requirements
Bachelor’s degree in business, finance, or related field
- Series 7
- 4-7 years of asset management sales experience
- Exceptional knowledge of markets and business acumen to influence decision-makers
- Proven track record of meeting or exceeding predetermined key goals
- Polished presence, effective listening, client preparedness, and presentation skills
- Professional characteristics reflecting curiosity, empathy, and enthusiasm coupled with a solution-based drive to meeting highly accountable results
- Excellent interpersonal and relationship management skills, a true team player
- Ability to work independently and adapt quickly and resourcefully to changing situations
- Proven planning and organization skills
- Knowledge of HubSpot
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