Investment Solutions Consultant role is a hybrid role between Portfolio Solutions Specialist and Advisory Sales Specialist. It supports financial professionals and Investment Advisor Representatives in understanding how to implement various investment strategies into their practice. In order to support advisor and client investment challenges, the Investment Solutions Consultant must have a deep working knowledge of major product lines such as mutual funds and annuities, Advisory programs and managers, and an ability to connect investor challenges to solutions. This role will provide education to advisors through in-bound and outbound phone activity and will support key institution training opportunities. What you will do: - Consult with advisors to deliver portfolio solutions specific to client scenarios, including Advisory Solutions - Provide specific product support - Support advisor education on key investment challenges such as retirement income, college planning, legacy planning, HNW, small accounts, etc. - Track phone metrics to measure activity, types of questions, etc. - Lead advisor discussions toward holistic wealth management - Provide industry trend insights to advisors - Support marketing and educational campaigns through inbound and outbound calls with advisors What you need to have: - 5+ years of financial services and/or financial services sales experience - A deep functional understanding of investment and protection products, particularly annuities and mutual funds. - Current, active FINRA Series 6 or Series 7 - Bachelor’s degree or equivalent experience required Really catch our eye with: - Helpful accreditations: FINRA Series 63, 65, CFP - Strong interpersonal and verbal communication skills - The ability to work in a high-volume environment - Attention to detail - Time-management skills - A positive, helpful demeanor - State Insurance License highly preferred Our top performers share the following traits: - Adaptable to change in a fast-paced environment - Courteous and empathetic to client concerns - Superior listening skills - Positive role model to colleagues - Team player attitude - Energetic and results-oriented What we give you in return: Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their working years.
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