Product Sales Consultant

Advisor Group•La Vista, MN

6d•Hybrid

About The Position

The Product Sales Consultant will partner with financial professionals to provide value-added sales and marketing strategies aimed at building and maintaining their overall sales. This position will be responsible for achieving specific sales goals in commission-based products such as mutual funds, ETFs, annuities, life insurance, and alternative investments. The position requires strong consultative sales skills and an ability to assist financial professionals with sales ideas, prospecting techniques, overcoming sales objections, plan design options, product positioning, and determining the best approach to closing sales opportunities, including developing strategies for point-of-sale meetings. In addition to the focus on products, the Product Sales Consultant will also assist other Product Sales Consultants (Generalists) in providing first-level sales support, promotion, and recommendation to our financial professionals of other product lines, our advanced sales and financial planning resources, our advisory services platform, and our partner firms.

Requirements

Minimum of four years’ experience in the securities industry, with at least two years of experience in mutual fund, annuity, alternative investments, and life insurance product sales.
Excellent verbal and written communication and presentation skills, including experience presenting in front of groups
Demonstrated ability to build professional relationships
Excellent organizational and interpersonal skills
Ability to work with multiple computer software programs, including proprietary and licensed program packages
Demonstrated ability to establish priorities, achieve goals, set and meet deadlines
An ability to work independently as well as part of a team
Ability to communicate new ideas and concepts to colleagues at various levels of the organization
Ability to establish and maintain high standards and measures while working with deadlines
A working knowledge of most securities and insurance product categories, including: Mutual Funds, Variable Annuities, Alternative Investments, Life Insurance, Fixed and Equity Indexed Annuities

Nice To Haves

FINRA Series 7 and 63 licenses desired

Responsibilities

Provide timely industry, market, and product trends to internal business partners
Identify and target sales opportunities within the firm’s existing network of financial professionals
Maintain high queue service levels
Proactively work on Partner calling campaigns.
Development and execution of structured proactive outbound sales campaigns
Assist financial professionals with strategic sales ideas and competitive product positioning
Deliver outbound calls to affiliated financial professionals to drive attendance at company events
Daily interaction with product carriers and distribution outlets (IMO’s)
Participate in all scheduled training and educational workshops, events, webinars, study groups, etc.
Interface with Partner Firms and ensure adequate access has been provided
Provide financial professionals with guidance as to best-in-class solutions and resources from our Partner Firms
Expand the firm’s presence in the industry by advocating for the resources, tools, services, and support we provide our financial professionals
Accept calls from financial professionals pertaining to general sales-related issues, such as: Detailed product information, Guidance on product selection, Case design assistance, Education on technology/research tools, Resolving escalated issues
Offer plan design options and overall general support
Generate and review proposals, when required
Identify opportunities for service/support enhancements
Other duties and responsibilities may be assigned