Product Sales Consultant

Summary

The Product Sales Consultant will partner with financial professionals to provide value-added sales and marketing strategies aimed at building and maintaining their overall sales. This position will be responsible for achieving specific sales goals in commission-based products such as mutual funds, ETFs, annuities, life insurance, and alternative investments.

Responsibilities

- Provide timely industry, market, and product trends to internal business partners - Identify and target sales opportunities within the firm’s existing network of financial professionals - Maintain high queue service levels - Proactively work on Partner calling campaigns - Development and execution of structured proactive outbound sales campaigns - Assist financial professionals with strategic sales ideas and competitive product positioning - Deliver outbound calls to affiliated financial professionals to drive attendance at company events - Daily interaction with product carriers and distribution outlets (IMO’s) - Participate in all scheduled training and educational workshops, events, webinars, study groups, etc. - Interface with Partner Firms and ensure adequate access has been provided - Provide financial professionals with guidance as to best-in-class solutions and resources from our Partner Firms - Expand the firm’s presence in the industry by advocating for the resources, tools, services, and support we provide our financial professionals - Accept calls from financial professionals pertaining to general sales-related issues, such as: - Detailed product information - Guidance on product selection - Case design assistance - Education on technology/research tools - Resolving escalated issues - Offer plan design options and overall general support - Generate and review proposals, when required - Identify opportunities for service/support enhancements

Education Requirements

- Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. - Minimum of high school diploma or equivalent is required.

Basic Requirements

The ideal candidate for the Internal Sales Consultant will have the following: - Minimum of four years’ experience in the securities industry, with at least two years of experience in mutual fund, annuity, alternative investments, and life insurance product sales. - Excellent verbal and written communication and presentation skills, including experience presenting in front of groups. - Demonstrated ability to build professional relationships. - Excellent organizational and interpersonal skills. - Ability to work with multiple computer software programs, including proprietary and licensed program packages. - Demonstrated ability to establish priorities, achieve goals, set and meet deadlines. - An ability to work independently as well as part of a team. - Ability to communicate new ideas and concepts to colleagues at various levels of the organization. - Ability to establish and maintain high standards and measures while working with deadlines. - A working knowledge of most securities and insurance product categories, including: - Mutual Funds - Variable Annuities - Alternative Investments - Life Insurance - Fixed and Equity Indexed Annuities

Preferred Requirements

- FINRA Series 7 and 63 licenses desired.

Benefits

Osaic offers a competitive compensation package, including a salary range of $80,000 - $85,000 per year plus an annual performance-based bonus. Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Additional benefits include health, vision, dental insurance, 401(k), paid time away, volunteer days, and much more.