2 jobs found in Boston

Description 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 marketing and sales...

The Opportunity Join a high-performing team of Internal Wholesalers dedicated to expanding the reach of MassMutual's industry-leading annuity solutions through third-party distribution partners. We are seeking a motivated Internal Wholesaler to support a designated territory, partnering closely with an External Wholesaler to drive sales growth, deepen advisor engagement, and deliver exceptional service. In this role, you'll cultivate and strengthen relationships across a diverse network of distribution partners, including Banks, Credit Unions, Wirehouses, National and Regional Broker-Dealers, and Independent Broker-Dealers . You will play a critical role in increasing territory production, expanding market penetration, and growing adoption across MassMutual's annuity product portfolio. This is an exciting opportunity for a sales-driven professional who thrives on building relationships, influencing outcomes, and helping financial professionals deliver...