1 jobs found in Columbus, hybrid

Position Overview The Internal Consultant 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...