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Drive sales by developing, maintaining, and deepening relationships with new and existing financial FAs (Financial Advisors); influence FAs choices using a consultative sales process and other performance improvement systems (ex. Fusion, Quality Sales Call, etc.)
Full-Time / Part-Time
About Our Company
Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2000 people including over 450 investment professionals based in North America, Europe and Asia, we manage over $400 billion of assets (as of May 2018) across developed and emerging market equities, fixed income, asset allocation solutions and alternatives. Our priority is the investment success of our clients. We know investors want strong and repeatable risk-adjusted returns and we aim to deliver this through an active and consistent investment approach that is team-based, risk-aware and performance-driven.
CLU, CFP, CMFC, CRPS. 3+ years experience in financial services industry, financial sales or financial wholesaling.
Line of Business
US Asset Management
Internal Advisor Consultant
Drive sales by developing, maintaining, and deepening relationships with new and existing financial FAs (Financial Advisors); influence FAs choices using a consultative sales process and other performance improvement systems (ex. Fusion, Quality Sales Call, etc.). Partner with RVP to develop a business plan, manage a territory, and drive to regional goals and objectives. Maintain and leverage a deep understanding of all accounts/distributors, including specific rules of engagement for distributors. Make proactive telephone calls to an assigned territory; Answer and convert inbound calls from the territory into additional opportunities to drive sales. Build and maintain relationships with internal and external business partners. Prioritize and manage daily, weekly, and monthly workload. Demonstrate an understanding of the product portfolio features and benefits; Sells solutions provided by the products. Use software, including proprietary programs, to research FA business, log FA activity, and run hypothetical scenarios. Analyze reports to increase understanding of FA business and identify sales trends; leverage the information to prepare for outbound sales calls. Research and communicate industry changes and trends that may impact company or product positioning, with both internal and external customers. Complete required coursework in order to maintain compliance with state and federal regulations and licensure. Travel to territory to conduct one-on-one FA meetings and/or to deliver group presentations. This is a sales position with a competitive base salary plus attractive monthly and quarterly sales bonus.
College degree. Proven ability to build strong relationships. Sales experience. 1-3 years of experience in financial services industry, financial sales or financial wholesaling. Excellent communication and influencing skills. Effective presentation skills. High energy. Series 7 (or SIE and Series 7 top off exam) and 66 (or 63 & 65 combined) or the ability to obtain within a defined period of time.