Internal Solutions Consultant

Responsibilities

• Proactively engage clients and prospective clients, led by online meetings, telephone, and email, to drive sales agendas and support the adviser-client’s full engagement health
• Profile prospective clients, take copious notes, and identify opportunities for engagement and follow up on leads from marketing campaigns, and maintain contacts in Salesforce
• Assist in responses to RFPs by maintaining relevant information and collaborating with internal teams
• Perform market research by identifying trends, competitors, and key accounts, and relaying articles of value to the sales team
• Maintain sales collateral and marketing material for team distribution

Other duties may be assigned.

• 1-3 Years of exposure to the financial services industry
• Effective communication skills and presence via web meetings, phone, and in-person
• Talent to thrive in a fast-paced environment and work both within a team and independently as a self-starter
• Ability to influence decision‑making and solve problems, thinking critically and collaboratively, while executing with a client‑first mindset
• Proven ability to pay attention to detail, multi‑task, and prioritize responsibilities effectively, with exceptional time‑management and organizational skills.

• effective communication skills
• problem‑solving
• critical thinking
• collaborative
• time‑management
• organizational skills
• self‑starter
• ability to influence decision‑making
• attention to detail
• ability to multi‑task