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At Company, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 65 years, our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.
What are the ongoing responsibilities of an Internal Advisor Consultant?
Conduct proactive sales presentations to top and 2nd tier producers highlighting the Company products and services. Discuss how the Company tools and services can meet the reps needs based on the reps’ acquired profile information.
Assist with territory and firm-wide campaigns through proactive contact and relationship building with clients.
Presentation and territory development. Assist in the development and management of territory business plans focused on top and second tier producers.
Create and tailor sales ideas and presentations based on broker profiles and channel focus.
Create and analyze firm sales and asset reports to determine territory opportunities. Travel to territory as necessary.
Participate in new and existing training programs to enhance performance and further career development. Mentor new & existing internal wholesalers and sales associates.
What ideal qualifications would help someone to be successful?
Bachelor's degree or equivalent required.
Series 7 required. Series 63 required with training provided for eligible candidates.
Two to three years equivalent sales or service experience.
What makes Company unique?
In addition to the dynamic and professional environment at Company, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Highlights of our benefits include:
Three weeks paid time off the first year
Medical, dental and vision insurance
401(k) Retirement Plan with 75% company match on your pre-tax and/or Roth contributions, up to the IRS limits
Employee Stock Investment Program
Tuition Assistance Program
Purchase of company funds with no sales charge
Onsite fitness center and recreation center
We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.
We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people, and see what it means to say, “I AM Company”.
Company is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. We invite you to visit us at Company website/ to learn more about our company and our career opportunities.
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