Manning Napier
INTERNAL REGIONAL CONSULTANT
Fairport, NY
Sponsorship not specified$50k-$60kDetected 46 days ago
Mentoring
About the role
- You will report to the Head of Intermediary Sales.
Responsibilities
- Maintain consistent follow up with advisors to improve the sales process and deepen relationships
- Develop a business plan with External Wholesaler(s) to promote our brand to grow sales and assets for the defined territory
- Profile advisors to understand their practice and investment process and use databases to create, maintain and manage financial advisor profiles and contact history
- Provide practice management support to advisors to help them strengthen their client relationships and grow their business
- Participate in department/firm meetings, engaging colleagues across different areas, participate and lead working groups, sharing unique ideas, and participate in continuous mentoring
- Our Intermediary Distribution Group services and drives sales via financial intermediaries including broker/dealers and RIAs.
- As an essential member of the sales and service team, you will partner with a senior territory-based sales partner to cover a territory of financial advisors.
- You will provide support by telephone and email with occasional travel to help foster new and existing relationships in the advisor community.
- You will develop a long-term career with us, and you will assume full responsibility for development of certain client segments.
Requirements
- Bachelor's degree
- Series 6 and 63 or Series 7 required
- 1-3+ years experience in financial services field
- Experience selling or marketing investment products
- Knowledge of asset management industry
Nice to have
- Series 65 or 66 preferred, or completed within first month
Compensation
- $50,000-$60,000 base salary; additional incentive/commission-based compensation expected.
- Compensation: $50,000-$60,000 base salary; additional incentive/commission-based compensation expected.
Benefits
- Health, dental & vision insurance
- Employer HSA contribution
- Gym reimbursement
Visa & Work Authorization
- Opt out credit
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