Internal Regional Consultant
External
Manningnapier · Fairport, NYPrepare for this interview
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About the role
Our Intermediary Distribution Group services and drives sales via financial intermediaries including broker/dealers and RIAs. As an essential member of the sales and service team, you will partner with a senior territory-based sales partner to cover a territory of financial advisors. You will provide support by telephone and email with occasional travel to help foster new and existing relationships in the advisor community. You will develop a long-term career with us, and you will assume full responsibility for development of certain client segments. You will report to the Head of Intermediary Sales.
Responsibilities
- Share financial markets insights, with an ability to explain complex financial concepts in a simple, repeatable manner
- Offer specific investment solutions based on client needs and objectives
- Effectively communicate investment strategies, performance and portfolio positioning
- Achieve high levels of substantive client interaction via phone, email, screen sharing and, at times, in-person meetings highlighting Manning & Napier's products and value proposition
- Provide exceptional proactive service to existing financial advisor relationships
- Maintain consistent follow up with advisors to improve the sales process and deepen relationships
- Develop a business plan with External Wholesaler(s) to promote our brand to grow sales and assets for the defined territory
- Profile advisors to understand their practice and investment process and use databases to create, maintain and manage financial advisor profiles and contact history
- Provide practice management support to advisors to help them strengthen their client relationships and grow their business
- Participate in department/firm meetings, engaging colleagues across different areas, participate and lead working groups, sharing unique ideas, and participate in continuous mentoring
Requirements
- Bachelor's degree
- Series 6 and 63 or Series 7 required
- Series 65 or 66 preferred, or completed within first month
- 1-3+ years experience in financial services field
- Experience selling or marketing investment products
- Knowledge of asset management industry
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