Responsibilities
- Initiate and maintain communication with Financial Consultants and their clients through consistent outreach and follow-up.
- Support the Business Development Team with sales-related tasks such as scheduling meetings, identifying prospects, marketing initiatives, organizing events, and performance analysis.
- Manage client relationship data and internal workflows using CRM systems, including tracking sales pipelines, tasks, and client interactions.
- Collaborate with Financial Consultants, Business Development personnel, and Advisor Teams across different business units.
Benefits
- Annual cash bonus
- Medical, dental, vision, life insurance, and 401(k) benefits
Compensation
Competitive base salary plus performance-based incentives
Work Arrangement
Not specified
Team
Cross-functional collaboration with advisory and business development units
Other
- Base pay is only one part of the overall compensation structure.
- Final base salary may vary depending on experience, expertise, work location, and individual qualifications.
- The job title may be adjusted based on the selected candidate’s background and education level.
Not specified