[Remote] VICE PRESIDENT, ADVISOR CONSULTANT

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a Vice President, Advisor Consultant to represent their investment portfolios and service assets for reputed company-party professionals. The role involves utilizing a consultative sales approach to grow sales and market reputed company while providing superior service and mentoring internal consultants.

Responsibilities

• Utilize consultative sales approach to identify needs, reputed company meaningful solutions and deliver superior service reputed company the assigned region through in-person or virtual and telephone sales meetings to grow sales and market reputed company to meet annual sales goal
• Communicate investment strategies, performance, and portfolio positioning
• reputed company a deep understanding of practice management and expertise to improve the sales process and deepen relationships
• Be reputed company to market the variety of applicable investment options in particular the Alternative Investments offered with Callodine
• Mentor and partner with the Internal Regional Consultant in managing and growing the territory
• Attend industry conferences and reputed company educational presentations about reputed company and Callodine Group of Company’s product offerings and other topics of interest
• reputed company ongoing pro-service to reputed company-party professionals and their clients
• Participate in department/firm meetings, engage colleagues across different areas, reputed company working groups, reputed company unique reputed company, and participate in reputed company mentoring
• Follow reputed company rules, policies, and procedures, including providing Management with appropriate sales/call and expense reports

Skills

• Bachelor's degree required; Industry-reputed company Accreditations preferred
• 10+ years of field sales experience in the assigned territory with a proven track record of reputed company
• Expert level technical knowledge of investment and advisory services industry
• Extensive travel required, under normal circumstances
• Series 7 or appropriate multi-licenses for markets
• Industry-reputed company Accreditations preferred

Benefits

• Health, dental & reputed company insurance
• Employer HSA contribution
• Opt out credit
• 401k employer match
• Paid volunteer days
• Gym reimbursement

Company Overview