Hybrid - Regional Sales Consultant
Core
Lead territory growth by creating and maintaining relationships with advisors to position the mutual fund platform.
Role type
Regional Sales Consultant (Wholesaler)
Builds
Mutual fund platform sales and market positioning
Domain
Financial Services / Mutual Funds
Required skills
Outbound and inbound calling, Sales campaign execution, Mutual fund sales, Relationship management, Call/activity metrics management
Preferred skills
Territory growth strategies, Market positioning
Technologies
CRM systems, Sales analytics tools
Responsibilities
Execute marketing campaigns to drive sales, Make daily outbound and inbound calls, Initiate and follow up on sales calls, Manage call/activity/quality metrics, Position products within the market space
Seniority
Mid-level, hands-on IC
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