Meeder Investment Management
Dublin, OH
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...