What are the responsibilities and job description for the Internal Sales Consultant position at Meeder Investment Management?
Company Description Meeder Investment Management is a financial services firm that has helped clients pursue their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 125 professionals supporting financial advisors, their clients, and government entities, with more than $190 billion in assets under advisement. The firm offers a broad range of investment solutions, including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and OCIO solutions. Meeder’s culture is guided by five core values—Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline—which shape daily decision-making and client service. Applicants can learn more about Meeder through its website and social media channels.
Role Description The Internal Sales Consultant is a full-time, hybrid role based in Dublin, OH. This role focuses on partnering with external sales teams and financial advisors to promote Meeder’s investment solutions and drive business growth. Day-to-day responsibilities include conducting outbound calls, responding to inbound inquiries, delivering product and service information, and supporting advisors with proposals, materials, and follow-up. The Internal Sales Consultant will build and maintain strong relationships with advisors, monitor sales pipelines, and collaborate with internal teams to resolve issues and enhance advisor and client satisfaction. The role also involves maintaining detailed records in CRM systems, tracking activity, and contributing to sales campaigns and initiatives.
Qualifications
- Candidates should possess strong Sales Consulting and Consulting skills, with a focus on understanding client needs and presenting appropriate investment solutions.
- Candidates should possess excellent Customer Service and Customer Satisfaction skills, including responsiveness, follow-through, and a client-centered mindset.
- Candidates should possess effective Communication skills, both verbal and written, to clearly explain products, processes, and recommendations to diverse audiences.
- Relevant experience in financial services, wealth management, or investment products is beneficial.
- Familiarity with CRM platforms and basic proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook) is preferred.
- Ability to work collaboratively in a team environment, manage multiple priorities, and meet time-sensitive deadlines.
- Bachelor’s degree in Business, Finance, Economics, or a related field, or equivalent combination of education and experience, is preferred.
- Licensing such as FINRA Series 6/7 and 63/65/66, or the ability to obtain these within a defined timeframe, is beneficial.