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Drive sales by developing, maintaining, and deepening relationships with new and existing FAs; influence FA choices using a consultative sales process
Partner with Regional Director(s) to develop a business plan, manage a territory, and drive regional and corporate goals and objectives
Make proactive telephone calls to an assigned territory for scheduling, prospecting or relationship development purposes
Answer and convert inbound calls from the territory into additional opportunities to drive sales
Become a product specialist, by being knowledgeable about every Fund and able to clearly articulate Firm and product information within Firm guidelines, including investment philosophy, purchase/sales decisions, and holdings information
Demonstrate an understanding of all accounts/distributors, including specific rules of engagement for distributors and platforms
Use CRM system and other applications to research business, log activity, and run competitive analysis
Prioritize and manage daily, weekly, and monthly workload
Work as part of a close-knit team to support all sales and client service activities and goals
Limited travel in territory as well as work conferences when applicable
At least 2 years of experience in the financial services industry