Key responsibilities:

• Prospect and develop new business opportunities through phoning, email campaigns, and networking
• Build and maintain strong relationships with clients, understanding their needs and providing customized solutions to meet their goals
• Work closely with the marketing and product teams to stay up-to-date on the latest trends and ensure our products are competitive in the marketplace
• Exceed sales targets and drive revenue growth
• Continuously improve your skills and knowledge through ongoing training and professional development opportunities
• Assist Senior Financial Advisors as necessary

Qualifications:

• Proven track record of exceeding sales targets and driving revenue growth
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
• Strong organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines
• Proficiency in Microsoft Office and Salesforce or other CRM software
• Bachelor's degree in business, marketing, or a related field preferred
• Series 7, 66, preferred