Strategic Business Consultant

Strategic Business Consultant

Responsibilities:

·         Increase advisor production by providing consulting services, mostly via telephone, to an assigned group of advisors

·         Support advisors in goal setting and business planning with the intended result of significant business growth

·         Cultivate strong, long-term relationships

·         Facilitate group meeting via conference calls and in person (i.e. host web conferencing)

·         Present at events, meetings, corporate sponsored educational forums or BSG promotions

·         Will be held accountable to measurable results

·         Suggest ideas proactively for value-added services to advisors

·         Understand and communicate wealth management strategies and practices

·         Position First Allied products and services where appropriate

·         Help advisors understand and implement best practices and sales techniques

·         Must be able to work several hours each day on the phone

·         Limited travel

Position Requirements:

·         3-5 years experience in the financial services industry with a marketing/sales background

·         Performance based sales coaching or training experience preferred

·         Prior experience as a successful financial advisor with an established book of business

·         A team player with initiative, excellent judgment and ability to provide excellent service

·         Outgoing, personable and professional with excellent follow up skills

·         Strong presentation skills

·         Series 7 and 65 or 66 licenses preferred; insurance licenses preferred

·         CFP or wealth management designations preferred