National Advisor Consultant - Financial Sales
Job Description
Are you interested in starting a meaningful career that allows you to make an impact? If you're excited by the opportunity to work in a collaborative role where you will build your knowledge of the financial services industry, then launch your career as a National Advisor Consultant.
As a National Advisor Consultant, promote Columbia Management products through the extensive sales network of Ameriprise Financial Advisors, banks, broker dealers, wire houses and independents via inbound calls.
To be most successful in this role, you will be personable, detail-oriented and eager to learn.
Our current National Advisor Consultants like this role because it allows them to build their skill sets, work in a collaborative, team-based environment where they engage with clients and colleagues, and have meaningful career path optionality. We also provide a robust training program and support to gain valuable FINRA licensing needed to progress within the group.
Responsibilities
- Provides continuous inbound marketing support, sales assistance and follow-up to brokers/producers and wholesalers to maintain a high level of service to priority broker/dealers.
- Maintains and expands existing fund business with current producers by encouraging repeat sales and cross-selling other products.
- Generates producer prospect referrals from existing fund producers for wholesalers and inside wholesalers.
- Maintains effective and ongoing communication with inside wholesaler, internal marketing staff and other departments.
- Solicits feedback from managers, sales desk, and wholesalers.
- Takes and inputs literature orders.
- Maintains management software.
- Assumes additional responsibilities as requested.