Join our team as an Internal Sales Consultant to collaborate with an External Sales Executive, driving new business development in either a Broker Dealer/Wirehouse or RIA channel within a geographic territory. As strategic thinkers, we seek experts who can uncover client needs and deliver tailored solutions.

As an Internal Sales Consultant, you will cultivate advisor relationships, position Company's offerings through consultative sales conversations, and raise awareness of our investment products and services through targeted prospecting activities.

• Achieve sales goals set by leadership.
• Engage with external partners to uncover new assets.
• Grow advisor relationships by positioning Company's services.
• Utilize knowledge of sales process to move opportunities forward.
• Participate in face-to-face meetings with advisors.

• Undergraduate degree or equivalent experience.
• Minimum three years general and industry experience.
• Understanding and passion for sales process.
• Excellent communication skills.

• Opportunity for career growth.
• Competitive compensation.
• Comprehensive benefits package.

This position requires occasional travel with external partners and support in strategic business planning to generate assets in the territory. Candidates must obtain required FINRA licenses within set timeframes.