Wealth Sales Representative

The Wealth Sales Representative is accountable for providing highly effective sales support to key Members of our Wealth Management Team in order to help them achieve their performance and sales goals by providing an excellent Member experience while maintaining high standards and operational efficiencies. By providing best in class contact management, pre sale and post sale practice support to support the achievement of Wealth’s annual plan objectives for Net Sales, revenue and new Investments. While effectively mitigating compliance risks that are detrimental to our Members, Meridian’s brand and overall business profitability.