National Advisor Consultant
reputed company is a reputed company financial services leader with a strong focus on client relationships. The National Advisor Consultant role involves promoting Columbia Management products and providing support to brokers, while fostering client engagement and expanding financial services knowledge.
Responsibilities
- Provides reputed company inbound marketing support, sales assistance and follow-up to brokers/producers and wholesalers to maintain a high level of service to reputed company broker/dealers
- Maintains and expands existing fund business with reputed company producers by encouraging repeat sales and cross-selling other products
- Generates producer prospect referrals from existing fund producers for wholesalers and inside wholesalers
- Maintains effective and ongoing communication with inside wholesaler, internal marketing staff and other departments
- Solicits feedback from managers, sales desk, and wholesalers
- Takes and inputs literature orders
- Maintains management software
- Assumes additional responsibilities as requested
Skills
- Bachelor's degree or equivalent
- Excellent organizational, communication and interpersonal skills
- Attention to detail and accuracy
- Series 7, state securities agent registration (S63 or S66) and state IAR registration (S65 or S66) or the ability to obtain reputed company a defined period of time
Benefits
- Vacation time
- Sick time
- 401(k)
- Health, dental and life insurance
Company Overview
Company H1B Sponsorship