Regional Intermediary Sales Consultant

LE010 Manning & Napier Advisors, LLC; New York (NY); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health, dental & vision insurance

Employer HSA contribution

401k employer match

Paid volunteer days

Gym reimbursement

Free Workplace Financial Advisor

Job summary

Manning & Napier Advisors, LLC is seeking an Intermediary Sales professional to cover a New York territory, partnering with a senior sales leader to develop financial advisor relationships. You will support via phone and email, with some travel, to promote our investment solutions and drive growth.

The role targets individuals with Series 6/63 or Series 7, plus Series 65/66 preferred, and 1-3+ years in financial services.

Qualifications

• Bachelor’s degree is required.
• Series 6 and 63 or Series 7 are required.
• Series 65 or 66 preferred, or completed within first month.

Responsibilities

• Share market insights and explain complex concepts simply.
• Offer investment solutions based on client needs.
• Communicate investment strategies, performance, and portfolio positioning.
• Engage with advisors via phone, email, screen sharing, and in-person meetings.
• Provide proactive service to existing advisor relationships.
• Follow up with advisors to improve sales processes.
• Develop a business plan with externals to grow sales in the territory.
• Profile advisors and maintain contact history in databases.
• Provide practice management support to strengthen client relationships.
• Participate in department meetings and mentoring activities.

Skills

Intermediary sales

Relationship building

Communication

Presentations

Education

Bachelor's degree

Tools

Series 6/63

Series 7

Series 65/66 preferred

Job description

Manning & Napier Advisors, LLC is seeking an Intermediary Sales professional to cover a New York territory, partnering with a senior sales leader to develop financial advisor relationships. You will support via phone and email, with some travel, to promote our investment solutions and drive growth.

The role targets individuals with Series 6/63 or Series 7, plus Series 65/66 preferred, and 1-3+ years in financial services.