Inside Wholesaler - Advisory Service Consultant

BTS Asset Management; United States; Remote; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking an Advisory Service Consultant to join their fully remote team. This entry-level role focuses on providing sales and marketing support to a Regional Vice President, driving sales through proactive outreach to financial advisors. Ideal candidates will possess a Bachelor's Degree and strong organizational skills. The company offers a dynamic work environment with opportunities for growth and development. Join a firm with a rich history in investment management and make a meaningful impact while enjoying the flexibility of remote work.

Benefits

Life Insurance

401K

Tuition Assistance

Paid Family Medical Leave

Qualifications

• Bachelor's Degree required.
• Experience in financial services preferred but not mandatory.

Responsibilities

• Drive sales and build relationships with financial advisors.
• Collaborate with RVP to execute business plans and grow sales.
• Provide support and information to financial advisors.

Skills

Sales Skills

Organizational Skills

Administrative Skills

Detail Orientation

Self-Motivation

Education

Bachelor's Degree

Job description

Inside Wholesaler - Advisory Service Consultant

BTS Advisory Service Consultant -ASC- (Internal Sales/Entry Level Position)

Founded in 1979, BTS Asset Management is one of the oldest risk managers, managing traditional assets with a nontraditional approach. BTS has a multi-year track record in tactical fixed-income and equity management. BTS has experience managing through several market cycles, recessions, recoveries, and multiple up-and-down interest rate periods. Our goal is to find opportunities with the potential to take advantage of rising markets while working to manage losses during downturns. BTS manages a series of Mutual funds, Seperately Managed Accounts, and Third Party Asset Management strategies.

Position Summary:

As an Advisory Service Consultant (ASC), you will provide sales and marketing support to a Regional Vice President (RVP) within an assigned territory. Your responsibilities include driving sales and building relationships with financial advisors over the phone and internet. An ASC must maintain a high level of knowledge regarding BTS products and be able to distinguish these products from competitors. This position is fully remote, offering flexibility in work location.

Essential Functions:

The essential functions include, but are not limited to:

1. Making follow-up and proactive sales calls within an assigned territory to maintain existing relationships and establish new ones with financial advisors.
2. Providing information and support in response to incoming calls from financial advisors regarding sales questions, marketing materials, and technical details of BTS strategies.
3. Collaborating closely with the RVP to execute business plans and drive sales within the territory.
4. Developing and executing a business plan with the RVP to grow sales and brand recognition.
5. Profiling advisors to understand potential partnerships with BTS.
6. Effectively communicating investment strategies, performance, and portfolio positioning.
7. Independently developing new prospects and maintaining existing relationships to increase sales.

Required Knowledge and Skills:

Education/Experience:

• Bachelor's Degree required
• Experience in the financial services industry is preferred but not mandatory

Skills:

• Must obtain Series 7 & 66 licenses (or 6, 63, and 65) within six months of hire.
• Ability to maintain organization, monitor actions, and ensure follow-up on tasks.
• Self-motivated with high attention to detail.
• Strong organizational skills to manage multiple tasks and meet deadlines.
• Excellent administrative, sales, and service skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Works well in a team setting.

Additional Benefits:

• Life Insurance
• 401K
• Tuition Assistance
• Paid Family Medical Leave

Position Details:

• Entry Level
• Full-Time
• Fully Remote Role

Seniority Level

• Entry level

Employment Type

• Full-time

Job Function

• Sales and Business Development

Industry

• Investment Management