Internal Consultant

Meeder Investment Management Inc; United States; Remote; USD 60,000 - 85,000; Full time

Job summary

A leading financial services firm is seeking an Internal Consultant to support external sales strategies. This position requires excellent interpersonal skills, a strong client-focused approach, and a background in financial services. Successful candidates will collaborate closely with External Consultants to manage territory and enhance customer satisfaction. Responsibilities include conducting research, analyzing data, and presenting effectively via virtual platforms. Candidates should have a FINRA Series 6, 7, or 65, and 2-5 years of experience in Internal Wholesaling.

Qualifications

• Possess excellent interpersonal skills and ability to interact with clients and team members.
• Strong background as an Internal Consultant in financial services.
• Ability to present complex information effectively via virtual mediums.

Responsibilities

• Partner with External Consultants to set and execute sales strategy.
• Manage territory including scheduling, prospecting, and service activity.
• Develop and maintain investment knowledge and serve as a subject matter expert.

Skills

Excellent presentation skills

Client-focused consultative sales approach

Strong communication skills

Team-oriented

Education

FINRA Series 6, 7, or 65 preferred

2-5 years Financial Services Internal Wholesaling experience

Tools

CRM Database

Microsoft Suite

Job description

Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration.

Meeder’s advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including: mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.

Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.

Position: Internal Consultant

The Internal Consultant must possess excellent interpersonal skills, as the job requires constant interaction with co‑workers and registered reps over the phone. The successful candidate will have a working knowledge of the financial services industry and the processes that exist in order to properly provide client solutions. Additionally, the Internal Consultant candidate must demonstrate a high level of proactive daily activity. The successful candidate must be a self‑starter and team player.

Primary Responsibilities

• Partner with External Consultants to effectively set and execute sales strategy for their respective territory.
• Territory management including scheduling meetings, prospecting, service and sales activity, and other duties as assigned.
• Provide needed research and analysis to External Consultants and provide timely and accurate updates to the CRM.
• Develop and maintain investment and industry knowledge and serve as a subject matter expert on all products and services offered by Meeder Investment Management.
• Present virtually via Zoom or other virtual meeting programs, demonstrating the effectiveness of our products and/or our investment approach.
• Provide a high level of customer service for existing clients to ensure firm meets its retention objectives and develop strategies for cross‑selling other Meeder Investment Management services and products.

Critical Success Factors

• Demonstrate conviction in Meeder Investment Management solutions and investment approach, along with a passion for the investment industry.
• Strong, proven background as an Internal Consultant working with financial products and services and the ability to become a subject matter expert in all Meeder Investment Management product and service offerings.
• Ability to effectively work with External Consultants in a partnership/supportive role through the sales cycle.
• Excellent presentation, communication, and phone skills.
• Proven client focused consultative sales approach, including ability to listen to clients/prospects needs and help identify and provide solutions.
• Proven track record of consistently meeting or exceeding predetermined key objectives
• Strong virtual presence and ability to communicate complex information and material effectively via virtual medium.
• Demonstrate strong ability to manage your day, and the discipline to meet the goals that are expected of you.

Technical Skills Required

• FINRA Series 6, 7, or 65 preferred
• Knowledge of CRM database preferred
• Knowledge of Microsoft suite of products
• 2-5 Years Financial Services Internal Wholesaling experience