Job Overview:

Join our team as an Internal Sales Consultant and work closely with an External Sales Executive to drive new business development in the Lakewood, New Jersey area. As an influential expert, you will proactively engage with clients in either a Broker Dealer/Wirehouse or RIA channel, positioning Company's offerings for mutual success.

Job Details:

You will be responsible for developing and maintaining advisor relationships, promoting Company's investment products and services through consultative sales conversations. By leveraging your knowledge of the capital markets and investment industry, you will become a trusted advisor to clients while achieving sales goals within your territory.

Responsibilities:

• Achieve sales goals and engage with external partners to drive results
• Build and maintain advisor relationships by positioning Company's offerings effectively
• Utilize sales process knowledge to move clients through the pipeline efficiently
• Participate in face-to-face meetings with advisors, supporting the External Sales Executive
• Develop a deep understanding of capital markets and investment industry trends

Requirements:

• Undergraduate degree or equivalent experience preferred
• Minimum three years of general and industry experience
• Understanding of and passion for the sales process
• Excellent verbal and written communication skills

Benefits:

• Competitive salary and benefits package
• Opportunity for professional growth and advancement
• Dynamic and collaborative work environment

Other Details:

If offered the position, you must obtain necessary FINRA licenses within the specified period of time. Company does not offer visa sponsorship for this role. Join us in Lakewood, New Jersey and be part of an inclusive culture committed to ethical investing and diversity.

We look forward to reviewing your application and welcoming you to our team!