Responsibilities
- Conduct frequent outbound phone and digital communications with current and potential advisor clients in a designated area to market and sell collective investment trust offerings
- Manage and nurture advisor relationships within a specific geographic zone, acting as the primary contact for inquiries, updates, and growth initiatives
- Achieve or surpass defined performance metrics such as daily call volume, scheduled appointments, new advisor onboarding, and pipeline generation
- Detect significant sales prospects and collaborate with senior field representatives to build and implement a unified regional strategy
- Respond promptly and knowledgeably to incoming calls and messages from advisors and internal stakeholders regarding product details and benefits
- Create and present customized proposals, investment materials, and presentations aligned with advisor and plan sponsor objectives
- Keep precise, current records of all advisor interactions, sales pipeline progress, and relationship developments in Salesforce or another approved CRM platform
- Travel when necessary to attend client-facing events, industry gatherings, and regional meetings with external sales colleagues
- Remain informed about collective investment trust market dynamics, competitor activity, and internal product evolution to effectively represent the firm in discussions
- Initiate new outreach methods and identify untapped market potential to increase revenue within the assigned territory
- Perform additional tasks related to the role as directed by management
Work Arrangement
Hybrid: 4 days onsite, 1 day remote
Other
- Hybrid work model: 4 days onsite, 1 day remote
- Visa sponsorship or transfer of an existing visa is not available for this position
- Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer
- Travel required for client events, industry conferences, and territory meetings
Not available for this position
