Responsibilities

• Business Development: Execute on business development plans for prospects and existing clients within the mass affluent market. Identify additional business development opportunities and facilitate the implementation of an investment solution and/or referral to the appropriate partners.
• Client‑Centric: Provide client‑centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conduct outbound communications and proactive calling to prospects to remain top‑of‑mind for future business opportunities. Conduct complimentary needs analysis across several financial statements, including competitor statements.
• Community Involvement: Participate actively in local professional and community events and associations to develop and expand your network. Identify opportunities to deliver community information sessions and financial seminars to grow prospects. Build and maintain a market profile ...