Natixis Investment Managers
Boston, MA, USA
Description
Overview: The Investment Consultant is an internal sales associate who partners with field sales professionals to provide client service, build relationships and promote Natixis’ solutions to financial advisor clients. This is a hybrid position is located in Boston, MA. What you will do: Provide proactive sales support and client service within a defined territory via phone, email and virtual meetings. Work as a partner with field sales to develop and execute a sales strategy to meet or exceed sales goals. Create a strong follow up process and daily sales plan to foster sales leads and deliver on client expectations. Document relevant client interactions in the client relationship management (CRM) system. Leverage data intelligence to create targeted sales and service campaigns. Develop strong market and product knowledge to effectively communicate and demonstrate credibility with clients Ensure timely completion of tasks for assigned...