Meeder Investment Management
Dublin, OH, USA
The Internal Consultant (Wholesaler) must possess excellent interpersonal skills, as the position requires constant interaction with co-workers and financial advisors. The successful candidate will have a working knowledge of the financial services industry and the existing processes to properly provide investment and practice management support to our advisor clients. Additionally, he or she must demonstrate a high level of daily proactiveness. The successful candidate must be a self-starter and team player.
Primary Responsibilities
Partner with Regional (External) Consultant to manage territory to attain both sales and revenue goals.
Conduct outreach (phone calls, emails, web-meetings) to financial advisors, including prospecting, scheduling, product information, and sales and marketing campaign calls.
Articulate investment solutions and strategies and discuss financial markets (domestic and international).
Identify and support sales opportunities and advisor needs,...