$60,000 - $140,000 yearly
Meeder Investments
Hybrid (Columbus, OH)
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...