Sales Consultant – Internal Wholesaler
| Company | AllianceBernstein |
|---|---|
| Location | Nashville, TN, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- Bachelor’s degree, preferably in Finance, Economics, or Marketing, with excellence in academics and strong leadership experience
- Registered with Series 7 & 63 or 66 licenses
- Client focus and detail oriented with a strong ability to multi-task and work under pressure in a fast-paced environment
- Self-starter, strong analytical skills, and have an interest in mastering all aspects of the retail investment management business and capital markets
- Comfortable working independently while also collaborating as part of a team
Responsibilities
- Understanding our firm’s mission and values as well as product offerings in the U.S. retail market
- Working closely with external wholesaler to develop sales and servicing strategy in order to manage assigned sales region effectively
- Making proactive servicing and sales calls to existing and prospective clients; receiving inbound calls from existing and prospective clients
- Partnering with external wholesaler to ensure we maintain a high level of quality activity and take advantage of strategic opportunities
- Supporting the external wholesaler to make sure we meet the expectations and execute the requests for our clients
- Conducting competitive analysis to identify new opportunities and advance the sales process with existing opportunities
- Periodic travel into sales region
Preferred Qualifications
- Two years of financial industry experience is preferred