Advisor Solutions Consultant — Growth & Relationship Strategy

Eneric Petroleum Corp.

Phoenix (AZ)

On-site

USD 90,000 - 130,000

Full time

6 days ago

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Benefits offered by this job

Premium benefits package (medical, vis

401K with company matching

Eleven paid holidays

Job summary

Cambridge Investment Research is seeking a driven Client Solutions Consultant to support and grow relationships with existing Cambridge Financial Advisors. This role suits a sales professional who thrives in a relationship-focused environment and helps advisors deliver comprehensive financial solutions to clients.

The ideal candidate will have proven sales and advisory experience, strong knowledge of financial planning and retirement products, and the ability to influence in a sales-driven

Qualifications

Proven sales experience in financial services.
Ability to build and nurture advisor relationships.
Strong presentation and interpersonal skills.

Responsibilities

Build and maintain strong relationships with Cambridge Financial Advisors to support growth.
Identify client needs and recommend financial planning and retirement solutions.
Drive adoption of Cambridge products and platforms with advisors.
Conduct consultative outreach (phone, virtual, in-person) to educate advisors.
Collaborate with internal partners to deliver seamless advisor experiences.
Stay current on industry trends, products, and regulations.
Travel up to 25% to meet advisors and attend events.

Skills

Sales

Relationship mgmt

Consulting

Communication

Multitasking

Education

Bachelor's degree or equivalent

Job description

The ideal candidate will have proven sales and advisory experience, strong knowledge of financial planning and retirement products, and the ability to influence in a sales-driven

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