Back to jobsSell company products for larger or more complex accounts through one or more assigned intermediaries.
Be assigned primary or joint account management responsibilities for assigned territory.
Meet with clients to present investment reviews, discuss investment strategies, and to identify and respond to needs to enhance client relationships.
Prepare and present sales training seminars with intermediaries to promote and develop sales opportunities.
Develop and implement sales programs and strategies for the growth and servicing of clients.
May supervise and oversee work activities of internal wholesaler positions in assigned channel if appropriate, including evaluating performance and training needs, and recommending hiring, termination, and salary actions.
Generate new sales ideas, identify new sales opportunities, and launches new products.
Maintain awareness of competitive industry trends to provide technical investment information to clients.
Provide coaching and mentoring to lower-level staff.
Carry out additional duties as assigned.
