Job reference # 319100br job type full time your role can you identify key strategies to develop and grow sales? do you have a proven track record developing relationships? do you want to go the extra mile to help our financial advisors and field leaders understand our clients’ needs and business opportunities? we’re looking for someone like you to: increase top-line revenue growth, raise awareness, and distribute trade and product ideas, supporting point-of-sale execution develop and share daily and weekly sales ideas based on market trends, product strategies, and advisor/client resources host daily advisor meetings and provide tactical ideas, sales commentary, and highlight product offerings and pipelines. support book segmentation and reviews to bolster client acquisition and retention efforts understand and distribute ideas, advice on product specific areas e.g., investment management, alternative investments, capital markets (equities, fixed income, options, structured products), insurance, annuities prepare sales materials e.g., presentations, campaign content, and product updates and coordinate advisor/field leader meetings, attending as needed handle profiling, lead identification, follow-up activity, and maintain ongoing partnership with internal strategy and analytics teams to identify campaign/focus criteria detailed salary information: westlake village, santa barbara, pasadena, encino, century city, beverly hills, bakersfield: the salary range for this role is $110000 to $157000 the expected salary range(s) for this role as of the date...
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