Telecommute Regional Advisor Consultant

Job is Expired
Location: Indiana, Ohio
Compensation: To Be Discussed
Staff Reviewed: Tue, Oct 29, 2019

Job Summary

A global asset management group has an open position for a Telecommute Regional Advisor Consultant.

Individual must be able to fulfill the following responsibilities:

  • Drive sales by developing, maintaining, and deepening relationships
  • Identify client needs and provides investment and business solutions
  • Make joint sales presentations to existing and prospective clients

Applicants must meet the following qualifications:

  • Conduct sales or product training meetings and public seminars
  • 3-5 years in mutual fund/separate account wholesaling
  • In depth working knowledge and experience with mutual funds and separate accounts
  • Demonstrated ability to make successful and dynamic sales presentations
  • Able to manage territory budget and to operate autonomously
  • Separate managed accounts experience

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