The Internal Consultant serves as a trusted partner to financial advisors and Regional Consultants, helping drive business growth, strengthen advisor relationships, and deliver exceptional client service. This role combines consultative sales, investment support, and practice management expertise to help advisors identify solutions that align with their clients' goals. The ideal candidate is proactive, relationship-oriented, and passionate about the financial services industry, with the ability to effectively communicate investment concepts, uncover opportunities, and collaborate across teams to deliver a best-in-class advisor experience. Success in this role requires strong initiative, a client-first mindset, and the ability to thrive in a fast-paced, team-oriented environment.
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, advance relationships, and introduce new concepts.
- Work with various departments/individuals within the organization to provide exceptional service and support to our Financial Advisors.
- Handle daily territory management tasks, including client prospecting, CRM management, servicing clients and expanding relationships by cross-selling appropriate products and/or services and serving as a point of contact for Meeder Funds, ensuring compliance with industry and legal regulations and best practices, and adherence to company processes and procedures.
Critical Success Factors
- Ability to thrive in a fast-paced environment.
- Demonstrates conviction in Meeder Investment Management solutions, investment approach, and a passion for the investment industry.
- Strong, proven background in business development working with financial products and services and the ability to become a subject matter expert in all Advisor Consulting product and service offerings.
- Ability to effectively work with Regional Consultants through the client sales and servicing cycle.
- Excellent presentation, communication, and phone skills in a virtual environment.
- Proven client-focused consultative sales approach, including the ability to listen to clients/prospects needs and help identify and present appropriate solutions.
- Ability to overcome objections.
- Demonstrate a strong ability to manage your responsibilities and the discipline to meet your goals.