Advisor-Facing Internal Sales Specialist

Horizon; Charlotte (NC); On-site; USD 55,000 - 100,000; Full time

Job summary

Horizon is seeking an Advisory Specialist in Charlotte, NC to develop new business leads and support existing client relationships. You will partner with a Regional Director to expand Horizon's market share and offer consultative support to Financial Advisors and RIAs.

Responsibilities include proactive outreach, campaign execution, virtual meetings, and driving adoption of Horizon's tools. A Bachelor's degree, FINRA licenses, and Salesforce experience are preferred.

Qualifications

• Bachelor's degree required.
• FINRA SIE, Series 7 and Series 63 licenses (or ability to obtain within 4 months).
• Experience in selling to Financial Advisors or in an Independent RIA environment is a plus.

Responsibilities

• Prospect to uncover new business leads through proactive call and email campaigns.
• Create and execute targeted campaigns for Financial Advisors' current needs.
• Schedule and run virtual meetings with Financial Advisors in the territory.
• Drive adoption of Horizon's online advisor prosite with Financial Advisors.
• Engage Centers of Influence to uncover opportunities and raise Horizon awareness.
• Support current clients with model reviews and value-added insights.
• Conduct territory analysis with Regional Director to identify opportunities.
• Drive attendance to Horizon events and manage follow-up for Event Leads.

Skills

Relationship building

Communication

Sales

Time management

Teamwork

CRM usage

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Job description

Horizon is seeking an Advisory Specialist in Charlotte, NC to develop new business leads and support existing client relationships. You will partner with a Regional Director to expand Horizon's market share and offer consultative support to Financial Advisors and RIAs.

Responsibilities include proactive outreach, campaign execution, virtual meetings, and driving adoption of Horizon's tools. A Bachelor's degree, FINRA licenses, and Salesforce experience are preferred.