Job Description
**Responsibilities:**
• Assists in all aspects of the sales process.
• Works with Senior Wholesalers to generate new business and increase sales.
• Communicates to Financial Advisors in other regions and introduce products both in person and by phone.
• Assists in case analysis and presentation.
• Assists in the creation of client proposals, investment policy statements, Mobius, Zephyr and Morningstar reports, etc. as needed.
• Assists in supporting marketing campaigns by organizing and implementing telephone calls and mailings.
• Responds to requests from Financial Advisors who need assistance in selling products.
• Performs other duties and responsibilities as assigned.
**Knowledge of:**
• The securities industry and products.
• Company’s working structure, policies, mission, and strategies.
• Advanced concepts, principles and practices of assigned functional area.
• B...
• Assists in all aspects of the sales process.
• Works with Senior Wholesalers to generate new business and increase sales.
• Communicates to Financial Advisors in other regions and introduce products both in person and by phone.
• Assists in case analysis and presentation.
• Assists in the creation of client proposals, investment policy statements, Mobius, Zephyr and Morningstar reports, etc. as needed.
• Assists in supporting marketing campaigns by organizing and implementing telephone calls and mailings.
• Responds to requests from Financial Advisors who need assistance in selling products.
• Performs other duties and responsibilities as assigned.
**Knowledge of:**
• The securities industry and products.
• Company’s working structure, policies, mission, and strategies.
• Advanced concepts, principles and practices of assigned functional area.
• B...