What are the responsibilities and job description for the Associate Platform Consultant position at Clark Capital Management Group?
Clark Capital is searching for a motivated individual with proven organizational and sales skills to support the external sales team in acquiring, developing, and maintaining relationships with successful Financial Advisors. The ideal candidate is a self-starter who is comfortable managing complex and evolving situations. The successful candidate is a team player, resourceful and selfless in the execution of all tasks.
Essential Functions- Manages territory to attain both sales and revenue goals.
- Conducts consultative, relationship-building sales calls by phone with Financial Advisors.
- Develops and executes sales plan strategies with members of both external & internal Sales teams.
- Articulates investment solution strategies and discusses financial markets (domestic and international).
- Identifies sales opportunities and advisor needs, advances relationships, and introduces new concepts.
- Analyzes regional/product sales trends within partner firms and among individual financial advisors.
- Works with various departments/individuals within the organization to provide exceptional service to our Financial Advisors.
- Handles daily territory management tasks to ensure maximum business efficiency (e.g., updates and maintains CRM, provides supplemental scheduling).
- Ensures compliance with industry and legal regulations and best practices and adherence to company processes and procedures.
- Performs other duties as required.
- Thorough understanding of the financial/capital markets, mutual funds, ETFs, group and individual retirement plan products, separately managed accounts, hedge strategies, and other investment vehicles.
- Ability to view business on a macro and micro level.
- Motivated to achieve success.
- Strong work ethic, high integrity, and strong values.
- Sound communication and interpersonal skills.
- Strong consultative sales skills - probing, listening and closing.
- Exceptional verbal and writing skills.
- Ability to learn and adapt to new technologies.
- Experience in financial services industry preferred.
- Series 7 preferred.
- College degree preferred.
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