Senior Associate Investment Solutions Consultant

About the role

Serve as a territory-based investment sales consultant to agents and field leaders, driving annuity and mutual fund adoption. Provide relationship-driven business development, sales coaching, product positioning, training, and territory planning. Act as subject matter expert on investment products, retirement and tax-aware strategies, deliver presentations and workshops, support case development, and maintain frequent field presence to grow advisor adoption and achieve sales objectives.

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Company Intel

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