• Partner with the Wholesaler to generate sales and develop new business.
• Use daily phone contact with Advisors to build relationships and increase sales of Dynamic Funds.
• Assist Advisors with business building ideas, competitor analysis and tax planning strategies

Key Responsibilities:

• Support the Wholesaler by promptly following up on meetings, road shows, events and web casts;
• Initiate phone contact with clients to begin or expand on existing relationships (Minimum 20 contacts a day);
• Keep an archive of all the relevant information pertaining to the products, policies, procedures and rules for dissemination to the clients;
• Ensure regional events and road shows are well attended by using outbound call campaigns;
• Occasionally, some representatives will travel and arrange their own individual meetings. Will be required to attend meetings with the wholesaler at least once a month;
• Collaborate with the Sales Associate to determine priorities and tasks to be completed;
• Make daily Purchase and Redemption calls to clients in order to identify trends, prospects and first time tickets;
• Create broadcast emails with pertinent marketing and product information to advisors via SEIBEL filters and share with the sales department;
• Data Mine using the Diagnostic Selling Process & Populate the CRM system (Seibel) with all the information retrieved during phone calls and surveys;
• Participate in national, regional, departmental, and project group meetings, sharing feedback and information;
• Assist wholesaler in the segmentation of the client base to define the service levels and to ensure sales from various distribution channels and firms (250-400);
• Act as a liaison with the Product Managers in order to set up Manager meetings, conferences calls and web casts;
• Assist wholesaler in developing a strategic business plan for the year and review it quarterly with the team to increase sales from advisors in our territory;
• Escalate client issues to appropriate department and your wholesaler; and
• Involved in special projects as required. 

Skills and Experience:

• Minimum Bachelors degree in a field such as Commerce, Finance, Business Administration;
• CSC or IFIC certification;
• CFP or CIM;
• Minimum 5+ years of sales experience; and
• Minimum 5+ years of management experience and managing a territory.