Key skills
CommunicationSales
About this role
Role Overview
- Respond to inbound calls from financial advisors
- Profile advisor practices and identify client needs
- Route qualified opportunities to the sales team
- Support the progression of relationships
- Collaborate with sales executives and leaders for sales-support activities
- Participate in outbound call campaigns to engage prospective financial advisors
- Contribute to special projects and additional responsibilities
Requirements
- Undergraduate degree or equivalent experience
- SIE exam required prior to hire
- Series 7 and Series 63 licenses (or ability to obtain within 90 days)
- Strong verbal and written communication skills
- Strong organizational skills to manage multiple priorities
- Ability to work independently with limited supervision
- Proficiency with Microsoft applications and contact management databases
Benefits
- Hybrid working model to capture the benefits of enhanced flexibility
- Exposure to a variety of products and markets
- Professional development opportunities for career growth