[Remote] VICE PRESIDENT, ADVISOR CONSULTANT
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a Vice President, Advisor Consultant to represent their investment portfolios and service assets for reputed company-party professionals. The role involves utilizing a consultative sales approach to grow sales and market reputed company while providing superior service and mentoring internal consultants.
Responsibilities
- Utilize consultative sales approach to identify needs, reputed company meaningful solutions and deliver superior service reputed company the assigned region through in-person or virtual and telephone sales meetings to grow sales and market reputed company to meet annual sales goal
- Communicate investment strategies, performance, and portfolio positioning
- reputed company a deep understanding of practice management and expertise to improve the sales process and deepen relationships
- Be reputed company to market the variety of applicable investment options in particular the Alternative Investments offered with Callodine
- Mentor and partner with the Internal Regional Consultant in managing and growing the territory
- Attend industry conferences and reputed company educational presentations about reputed company and Callodine Group of Company’s product offerings and other topics of interest
- reputed company ongoing pro-service to reputed company-party professionals and their clients
- Participate in department/firm meetings, engage colleagues across different areas, reputed company working groups, reputed company unique reputed company, and participate in reputed company mentoring
- Follow reputed company rules, policies, and procedures, including providing Management with appropriate sales/call and expense reports
Skills
- Bachelor's degree required; Industry-reputed company Accreditations preferred
- 10+ years of field sales experience in the assigned territory with a proven track record of reputed company
- Expert level technical knowledge of investment and advisory services industry
- Extensive travel required, under normal circumstances
- Series 7 or appropriate multi-licenses for markets
- Industry-reputed company Accreditations preferred
Benefits
- Health, dental & reputed company insurance
- Employer HSA contribution
- Opt out credit
- 401k employer match
- Paid volunteer days
- Gym reimbursement
Company Overview