INTERNAL REGIONAL CONSULTANT

Manning & Napier, Inc; Village of Fairport (NY); Vor Ort; USD 50.000 - 60.000; Vollzeit

Benefits dieser Stelle

Health, dental & vision insurance

401k employer match

Paid volunteer days

Gym reimbursement

Free access to a Workplace Financial Advisor

Zusammenfassung

Manning & Napier, Inc is seeking an Internal Regional Consultant in Fairport, NY. You will support financial advisors through phone and email, driving sales and service in the intermediary distribution group.

The ideal candidate should hold a Bachelor’s degree, possess relevant licenses, and have 1-3 years of experience in the financial services field. Compelling perks include health coverage, a 401k match, and paid volunteer days.

Qualifikationen

• 1-3+ years experience in financial services field.
• Experience selling or marketing investment products.
• Knowledge of asset management industry.

Aufgaben

• Share financial markets insights and explain complex concepts simply.
• Offer specific investment solutions based on client needs.
• Achieve high levels of client interaction via various communication methods.

Kenntnisse

Communication of financial concepts

Client relationship management

Investment solution offering

Ausbildung

Bachelor’s degree

Tools

Financial databases

Jobbeschreibung

## INTERNAL REGIONAL CONSULTANTApplylocations: Fairport, NYtime type: Full timeposted on: Posted 3 Days Agojob requisition id: R235**Summary** Our Intermediary Distribution Group services and drives sales via financial intermediaries including broker/dealers and RIAs. As an essential member of the sales and service team, you will partner with a senior territory-based sales partner to cover a territory of financial advisors. You will provide support by telephone and email with occasional travel to help foster new and existing relationships in the advisor community. You will develop a long-term career with us, and you will assume full responsibility for development of certain client segments. You will report to the Head of Intermediary Sales.**Responsibilities*** Share financial markets insights, with an ability to explain complex financial concepts in a simple, repeatable manner* Offer specific investment solutions based on client needs and objectives* Effectively communicate investment strategies, performance and portfolio positioning* Achieve high levels of substantive client interaction via phone, email, screen sharing and, at times, in-person meetings highlighting Manning & Napier’s products and value proposition* Provide exceptional proactive service to existing financial advisor relationships* Maintain consistent follow up with advisors to improve the sales process and deepen relationships* Develop a business plan with External Wholesaler(s) to promote our brand to grow sales and assets for the defined territory* Profile advisors to understand their practice and investment process and use databases to create, maintain and manage financial advisor profiles and contact history* Provide practice management support to advisors to help them strengthen their client relationships and grow their business* Participate in department/firm meetings, engaging colleagues across different areas, participate and lead working groups, sharing unique ideas, and participate in continuous mentoring**Qualifications*** Bachelor’s degree* Series 6 and 63 or Series 7 required* Series 65 or 66 preferred, or completed within first month* 1-3+ years experience in financial services field* Experience selling or marketing investment products* Knowledge of asset management industry**Perks*** Health, dental & vision insurance + Employer HSA contribution + Opt out credit* 401k employer match* Paid volunteer days* Gym reimbursement* Free access to a Workplace Financial Advisor**Compensation:** $50,000-$60,000 base salary; additional incentive/commission-based compensation expected.