What Does An Advisor And Consultant Do At Raymond James
* Initiates outbound sales calls, which may include cold calls to advisors and reviving existing warm prospects.* Sources and develops new investment advisor and/or financial planner affiliations to meet specific recruiting goals.* Makes referrals based on the consultant’s analysis of a best fit business model profiling process.* Sets meetings for recruiters/managers.* Makes outbound calls to follow up meetings that have occurred.* Rebounds advisors to another business model based on advisor feedback and interest in affiliation options.* Build calling lists.* Documentation in contact management.* Performs other duties and responsibilities as assigned
What Does An Advisor And Consultant Do At The Hartford
* Provide marketing support and customer service to financial advisors in the assigned territory * Present technical product knowledge in an innovative way * Regularly update advisors on industry trends * Work with drive and passion and encourage others to do the same * Build strong relationships with our strategic partners, registered representatives and firms * Administrative: schedule and expense reporting * Ability to increase sales in a very competitive marketplace by: calling on financial advisors, calling on key contacts at the firms, calling on clients with their advisor and conducting seminar presentations and client events
What Does An Advisor And Consultant Do At Neuberger Berman
* Assist Advisor Consultants in all aspects of driving sales and client management in the Financial Advisor, Insurance and* Independent Broker/Dealer communities.* Heavy outbound calls involving prospecting, product updates, setting up sales appointments, follow up, client service and* uncovering/closing sales opportunities.* Partner with external wholesalers to maximize territory coverage and market penetration.* Assist with territory and firm-wide marketing/sales campaigns.* Assist in analyzing territory sales and product data to determine opportunities.* Gathering necessary marketing data to assist in raising and retaining assets.* Work closely with assigned external wholesaler in developing and implementing a business plan.* Respond to inbound sales inquiries, literature requests, and service issues.* Act as a liaison between the sales force and the operations department to resolve client issues/problems
What Does An Advisor And Consultant Do At The Hartford
* Partner with Advisor Consultant to develop territory business plan * Plan and execute active marketing campaigns within assigned territory * Act as liaison between home office and Advisor Consultant in the field * Develop relationships with Financial Professionals through outbound calls, emails and letters to share ideas, providing product information, and offering sales support * Deliver sales ideas and stories to achieve sales goals * Provide personalized, web-based hypothetical illustrations * Ask for referrals and business * Handle special projects as assigned within the Sales Desk * Attend various sales meetings and training sessions * Maintain PC based contact management system to track calls and conversations * Resolve service and other business related issues
