Remote Territory Advisor Consultant - Financial Advisors

The Hartford; Wayne (NJ); On-site; USD 75,000 - 100,000; Full time

Job summary

A national insurance company seeking an Advisor Consultant to drive sales by building relationships with financial advisors in Wayne, New Jersey. This role involves increasing market share and growing assets, with responsibilities including developing business plans and providing marketing support. Candidates must possess a Bachelor's degree, be fully licensed, and have a proven track record in wholesaling. The position offers an annual salary range of $75,000 - $100,000 and requires 80% travel.

Qualifications

• Must be fully licensed (Series 7, Series 63).
• Minimum of five years of external wholesaling experience preferred.
• Must be able and willing to travel 80% of the time.

Responsibilities

• Increase sales and grow territory AUM by reaching out to financial advisors.
• Develop and implement territory business plans with internal sales support.
• Provide marketing support and customer service to financial advisors.

Skills

Ownership Mindset

Segmentation Skills

Process Focused

Meeting Execution

Public Speaking

Education

Bachelor's Degree in business, economics, finance, sales, or marketing

Tools

CRM Software

Job description

A national insurance company seeking an Advisor Consultant to drive sales by building relationships with financial advisors in Wayne, New Jersey. This role involves increasing market share and growing assets, with responsibilities including developing business plans and providing marketing support. Candidates must possess a Bachelor's degree, be fully licensed, and have a proven track record in wholesaling. The position offers an annual salary range of $75,000 - $100,000 and requires 80% travel.