Experience Inc. Jobs

Description

Job Summary:

Under general direction uses knowledge and skills obtained through education and experience to maximize sales by creating new and managing existing relationships with financial advisors/brokers and agents to generate departmental asset growth. Ensures that advisors are kept up to date on the latest platform and product enhancements.

Essential Duties and Responsibilities:

• Assists with educating financial advisors on the benefits of offered products and services for their clients through individual or group meetings that may include branch visits, seminars and conferences/trade shows.

• Fields incoming calls on available products and services.

• Stays abreast of all program changes and product specifics and communicates changes.

• Maintains open communication with internal resources and clients through all phases of the sales process.

• Works closely with assigned internal partner to deliver sales goals by identifying and fostering leads.

• Works with staff to develop and implement territory/national sales and marketing strategies.

• Creates proposals for prospective broker/dealers or clients.

• Assists in the creation of reports and or databases as needed.

• Manages expense account within allotted budget.

• Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities:

Knowledge of:

• Fundamental concepts, principles and practices of the securities industry and asset management products.

• Principles of finance and broker/dealer operations.

• Financial markets and products.

• Company’s working structure, policies, mission, and strategies.

Skill in:

• Identifying the needs of customers through effective questioning and listening techniques.

• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

• Analyzing business processes and identifying process improvement opportunities.

• Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.

• Preparing and delivering clear, convincing and professional sales presentations to small and large audiences.

• Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to:

• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with internal and external client’s at all organizational levels.

• Develop and maintain effective working relationships with team members, internal partners, and external parties.

• Absorb and effectively communicate knowledge on complex investment offerings.

• Assimilate and prioritize strategies into operational guidelines.

• Establish clear directions and priorities and address concerns or challenging questions when they arise.

• Organize, prioritize, and manage tasks and projects to complete work efficiently.

• Represent in a highly professional manner.

• Effectively market the company and show resilience through the prospecting process.

• Work independently as well as collaboratively within a team environment.

• Travel frequently with little advance notice.

• Identify problems, gather facts, and develop solutions.

Educational/Previous Experience Requirements:

• Associate’s Degree in related field and/or one (1) year financial industry related experience and/or training; or equivalent of education and experience.

or

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications:

• SIE required provided that an exemption or grandfathering cannot be applied.

• FINRA Series 7 and the ability to obtain other necessary license(s) within six (6) months of hire.

Job: Investment Management

Primary Location: US-FL-St. Petersburg-Saint Petersburg

Organization Asset Management Services

Schedule Full-time

Job Shift Day Job

Travel Yes, 20 % of the Time

Req ID: 2402411