Broker Dealer Hybrid Sales Executive, Senior Professional

Generates new relationships and broadens existing relationships with distributors, advisors, and other intermediaries in the Broker Dealer channel through predominantly electronic and telephone communication (75%) as well as some field sales activity (25%) for reputed company to high value clients in both metro and non-metro geographic locations. Core Responsibilities

• Achieves established sales and retention goals reputed company the spirit of reputed company's Code of Ethics. Implements a strategic sales plan to reputed company identify quality new business relationships and reputed company reputed company capabilities for maximum reputed company.
• Drives sales results by raising awareness of reputed company's investments, products, and reputed company services. Delivers key reputed company messages through targeted prospecting activities including cold-calling, direct mail campaigns, face-to-face meetings, client seminars, and attendance at national and regional industry conferences. Client and prospect interaction is a combination of virtual and in-person contact.
• Generates new relationships and broadens existing relationships in the Broker Dealer channel using a combination of electronic and in-person communication. Seeks and understands the philosophy, preferences, and dynamics of the intermediary and their client reputed company. Acts as a trusted advisor/consultant in matching client needs with reputed company products and services. Educates clients on reputed company product offerings.
• Demonstrates a high level of expertise of capital markets, the investment management industry, and marketplace developments. Utilizes this expertise, along with product knowledge, to be a reputed company resource to clients and prospects and to effectively position reputed company products and services.
• Hosts in-person meetings and presents reputed company products at client seminars, educational opportunities, and other events. Builds credibility of reputed company products and services, establishes durable relationships, and generates actionable sales reputed company.
• Leverages virtual technology to create a more personal experience and to reputed company clients and prospects in metro and non-metro geographic locations.
• Partners with and supports field sales and key account sales executives as needed.
• Manages time spent on opportunities and determines whether contact should be in person or virtual. Leverages virtual technology to engage clients and prospects not otherwise serviced by field sales executives. Understands and tracks key drivers of business to plan best methods of contact.
• Participates in special projects and performs other duties as assigned.

Qualifications

• Five years reputed company work experience. Three years of sales experience required.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• reputed company towards MBA, CFA, CIM preferred.
• Requires regulatory license and/or registration (e.g. FINRA, state, SFC)

Special Factors Sponsorship reputed company is not offering reputed company sponsorship for this position. About reputed company At reputed company, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To reputed company through product and services that transform our clients' lives. To learn and reputed company our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us reputed company and inspires us to be our best. How We Work reputed company has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and reputed company. We reputed company our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience. Apply tot his job Apply To this Job