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Illinois Licensed Regional Advisor Consultant
A company is looking for a Sr. Regional Advisor Consultant-BD in Northern Illinois. Key Responsibilities Drive sales by developing and maintaining relationships with advisors and influencing their choices through a consultative sales process Collaborate with internal teams to manage territory and achieve regional sales goals, while reporting on sales activities regularly Provide investment solutions to financial advisors, conduct training meetings, and stay informed on industry trends and product knowledge Required Qualifications Bachelor's degree or equivalent work experience 3-5 years of experience in mutual fund/separate account wholesaling or support roles In-depth knowledge of mutual funds and separate accounts Proven ability to deliver dynamic sales presentations Series 7, state securities agent registration (S63 or S66), and state IAR registration (S65 or S66) or ability to obtain within a defined period
A company is looking for a Sr. Regional Advisor Consultant-BD in Northern Illinois.
Key Responsibilities
Drive sales by developing and maintaining relationships with advisors and influencing their choices through a consultative sales process
Collaborate with internal teams to manage territory and achieve regional sales goals, while reporting on sales activities regularly
Provide investment solutions to financial advisors, conduct training meetings, and stay informed on industry trends and product knowledge
Required Qualifications
Bachelor's degree or equivalent work experience
3-5 years of experience in mutual fund/separate account wholesaling or support roles
In-depth knowledge of mutual funds and separate accounts
Proven ability to deliver dynamic sales presentations
Series 7, state securities agent registration (S63 or S66), and state IAR registration (S65 or S66) or ability to obtain within a defined period