Data-Driven Advisor Solutions Consultant for Growth

Thornburg Investment Management Inc.; Santa Fe (NM); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Employer 401(k) contributions

Flexible work arrangements

Onsite cafeteria

Onsite fitness center

Job summary

A global investment firm is looking for an Advisors Solutions Consultant in Santa Fe, NM. The primary responsibility is to promote and sell investment products by leveraging data and collaborating with external wholesalers. Candidates should possess a Bachelor's Degree, strong sales experience, and must obtain required FINRA licenses. The role offers competitive benefits including health coverage, retirement contributions, flexible work arrangements, and opportunities for community involvement.

Qualifications

• Bachelor's Degree or equivalent experience required.
• FINRA Series 7 and 66 required or willing to obtain within 6 months.
• Prior experience in sales of financial product preferred.
• Proven results in a competitive sales environment.

Responsibilities

• Identify and contact segmented advisors primarily through digital campaigns.
• Develop and maintain relationships with advisors in assigned territories.
• Respond to client inquiries and manage clients throughout the sales cycle.
• Utilize CRM to serve clients and track engagement.

Skills

Relationship Building

Sales Experience

Data Analytics

Outbound Calling

Client Communication

Education

Bachelor's Degree or equivalent experience

Tools

Salesforce (SFDC)

Job description

A global investment firm is looking for an Advisors Solutions Consultant in Santa Fe, NM. The primary responsibility is to promote and sell investment products by leveraging data and collaborating with external wholesalers. Candidates should possess a Bachelor's Degree, strong sales experience, and must obtain required FINRA licenses. The role offers competitive benefits including health coverage, retirement contributions, flexible work arrangements, and opportunities for community involvement.