Advisory Specialist Internal Sales in Investment Management Field

Unchained Inc • Remote (NC, United States) • $200k - $250k / year • 1m ago

Position Description:

The Advisory Specialist is primarily responsible for developing new business leads and supporting existing client relationships in their assigned territory. As a member of Horizon’s Advisor-facing sales team, the Advisory Specialist is partnered with a Regional Director and together they work to expand Horizon’s market share. The Advisory Specialist must have a strong knowledge of Horizon’s investment solutions and global market trends in order to identify and reach out to potential business leads and provide consultative support to prospective and existing clients.

Responsibilities:

Prospects to uncover new business leads through proactive call and email campaigns.
Creates and executes on targeted campaigns designed to appeal to Financial Advisors' current business needs.
Schedules and runs virtual meetings with Financial Advisors in their assigned territory.
Drives interest and adoption of Horizon’s online advisor prosite with Financial Advisors.
Engages with Centers of Influence to uncover new opportunities and increase Horizon’s awareness.
Supports current clients through conducting model reviews and offering value adds.
Performs a territory analysis with their Regional Director to identify new areas of opportunity and where they are at to plan.
Drives attendance to Horizon events.
Owns and executes on the follow-up process for Event Leads in their territory.
Acts as a liaison between Financial Advisors and Horizon’s Investment Management team.
Stays informed of domestic and global market trends.
Achieves a strong understanding of marketplace competitors and complementary product suites.
Tracks and reports activity through the CRM.
Exemplifies the Sales Team standards and Horizon’s core values.

Qualifications:

Ability to build and maintain business relationships.
Works well in a team environment and independently.
Self-motivated and driven to reach sales goals in a fast-paced environment.
Confidence and ability to drive sales.
Excellent communication skills/interpersonal skills, including the ability to communicate effectively over the telephone.
Strong organizational skills and ability to multi-task.
Knowledge of the Independent RIA and B/Ds proprietary platforms and competition.
Familiarity with Salesforce and the Microsoft Office suite.

Position Requirements: