Director, Advisor Solutions Group
Core
Sell company products for larger or more complex accounts through intermediaries and manage assigned territories.
Role type
Senior IC financial advisor / sales director
Builds
Sales programs and strategies for client growth and servicing
Domain
Financial services / Investment advisory
Deliverable
product features
Required skills
Strategic business relationship development, Public speaking and presentation, Investment product knowledge (stocks, bonds, funds, annuities, 401K, pension), Sales program implementation, Client relationship management, Team mentoring and coaching
Preferred skills
Supervisory experience, Competitive industry trend analysis, Independent decision making
Technologies
MS Word, Excel, PowerPoint
Responsibilities
Present investment reviews and strategies to clients, Conduct sales training seminars with intermediaries, Develop and implement sales programs, Supervise and oversee internal wholesaler positions, Generate new sales ideas and launch new products, Provide coaching to lower-level staff
Seniority
Senior, hands-on IC with supervisory responsibilities