div>Summary
As the Vice President, Advisor Consultant, you will represent Manning & Napier and Callodine Group of Companyās investment portfolios and prospect and service assets attributable to our third-party professionals (i.e. regional broker/dealer, wirehouse, professional financial planner/retirement planner and registered investment advisor representatives) in the assigned territory.
table style="width:100%">| 40% | Travel Sales & Revenue Generation: Provide domestic and international travel planning, including hotel and car rentals, flights, cruises, tours, AAA Group Travel, and travel insurance. |
| 30% | Salesforce CRM Processes & Data Integrity: Use Salesforce CRM to manage leads, make calls, log activities, update milestones, and ensure all transactions are fully documented. |