What are the responsibilities and job description for the Regional Consultant (Internal Wholesaler) position at Crossmark Global Investments, Inc.?
Position Description/Background:
A successful candidate will possess superior communication skills, solid organizational skills, strong analytical skills as well as a passion for developing impactful client relationships. They will have a clear understanding of the sales process, the ability to effectively prioritize and knowledge of the capital markets. They must be self-motivated and adhere to our Core Principles: Integrity, Commitment, Courage, Proficiency and Professionalism.
Essential Duties and Responsibilities:
- Develop and maintain relationships with existing financial advisors in order to market Crossmark’s products, as well as identify new sales opportunities within their territory to meet sales goals
- Raise and retain assets within a geographic territory by making proactive phone calls to financial advisors to share sales ideas, provide product information, gather marketing data and offer sales support
- Deliver effective presentations to promote Crossmark products, services and competitive advantages
- Develop and implement a business plan and sales strategy with Regional Vice President (external wholesaler), and sales leadership
Qualifications:
- Series 7 and Series 66 (or equivalent) required
- Bachelor's degree required
- Minimum 1-year sales experience preferably within the financial services industry
- Demonstrated relationship management skills, including the ability to work in a team environment
- Proficient in Microsoft Office products (Excel, Word, and PowerPoint)
- Salesforce or equivalent CRM experience preferred
- Strong time management, organizational, and problem-solving skills
- Ability to work in a changing fast paced high call volume environment, with enthusiasm and a positive attitude
Pay Type: $70,000 - $80,000 Base Salary Commissions
Job Type: Full-time
Salary : $70,000 - $80,000
