Internal Consultant

Equal Opportunity Employer Statement

Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over).

Business Development

The Internal Consultant – PFS (Primerica Financial Services) partners closely with the Regional Consultant to support and strengthen relationships with our PFS advisor clients. This role requires strong interpersonal and communication skills, frequent collaboration with internal teammates and direct interaction with financial advisors. The successful candidate will bring a working knowledge of the financial services industry and related processes to deliver investment and practical management support.

This position calls for a high level of daily proactiveness, a demonstrated ability to work independently while contributing positively as a team member.

• Partner with Regional Consultant to manage the US to attain both sales & revenue goals within the PFS Channel.
• Conduct outreach (phone calls, emails, web‑meetings) to Primerica financial advisors, including prospecting, scheduling, product information, and sales and marketing campaign calls.
• Articulate investment solutions and strategies and discuss financial markets (domestic and international).
• Identify and support sales opportunities and advisor needs, advance relationships, and introduce new sales concepts.
• Proactively work with various departments/teammates within the organization to provide exceptional service and support to our Primerica Financial Advisors across the US.
• Handle daily territory management tasks, including client prospecting, CRM management, servicing clients and expanding relationships by cross‑selling appropriate products and/or services and serving as a point of contact for Meeder Funds, ensuring compliance with industry and legal regulations and best practices, and adherence to company processes and procedures.

• Bachelor’s degree in Finance, Business, or related field required.
• 3–4 years of relevant experience in the financial services industry preferred; equivalent education and/or experience will be considered.
• FINRA Series 6 or 7 & 63 (or 66) and 65 preferred (Required within 90‑days of hire).
• Proficiency in the Microsoft Office product suite.

• Ability to thrive in a fast‑paced environment.
• Demonstrates strong organizational skills with exceptional attention to detail.
• Demonstrates conviction in Meeder Investment Management solutions, investment approach, and a passion for the investment industry.
• Strong, proven background in business development working with financial products and services and the ability to become a subject matter expert in all Advisor Consulting product and service offerings.
• Ability to effectively work with Regional Consultants through the client sales and servicing cycle.
• Excellent presentation, communication, and phone skills in a virtual environment.
• Proven client‑focused consultative sales approach, including the ability to listen to clients/prospects needs and help identify and present appropriate solutions.
• Ability to overcome objections.
• Demonstrates a strong ability to manage responsibilities and discipline to meet goals.

Base Compensation is based on experience plus Incentive Compensation is designed to reward new sales production and revenue generation.

Benefits include health, dental, vision, retirement plans, and more.

• Bachelor’s degree.
• FINRA Series 6, 7, or 65 preferred.
• Knowledge of CRM database preferred.
• Knowledge of Microsoft suite of products.
• 2‑5 years financial services internal wholesaling experience.
• Experience with Mutual Funds.