State Licensed National Advisor Consultant

Job Summary

A company is looking for a National Advisor Consultant to build expertise in sales and finance while cultivating client relationships.

Key Responsibilities

• Provide inbound marketing support and sales assistance to brokers and wholesalers
• Maintain and expand existing fund business by encouraging repeat sales and cross-selling products
• Generate producer prospect referrals and maintain effective communication with internal teams

Required Qualifications

• Bachelor's degree or equivalent
• Series 7 and state securities agent registration (S63 or S66) or ability to obtain within a defined period
• Excellent organizational and interpersonal skills