Advisor Consultant - Western Ohio; Columbus

Overview

Employer Industry: Insurance

• Salary up to $100,000
• Opportunity for short-term or annual bonuses and long-term incentives
• Potential for career advancement within a growing and dynamic organization
• Work in a supportive environment focused on achieving personal and professional goals
• Engage in meaningful client interactions and make a positive impact in the financial services industry

• Increase sales and grow territory assets under management by engaging with financial advisors and conducting seminars
• Develop and implement territory business plans in collaboration with internal sales support
• Build and maintain strong relationships with strategic partners and registered representatives
• Leverage data and technology to enhance sales efforts and market share
• Adhere to compliance regulations while completing administrative tasks efficiently

• Bachelor’s Degree in business, economics, finance, sales, or marketing, or equivalent on-the-job experience
• Must be fully licensed (Series 7, Series 63)
• Willingness to travel 80% of the time
• Minimum of five years of external wholesaling experience
• Proven ability to build strong relationships and work effectively both independently and as part of a team

• Existing relationships with advisors and centers of influence in the territory
• Demonstrated track record of success in assigned broker-dealer firms
• Additional industry designations (i.e., CIMA, CFA)

#Insurance #Financial Services #Sales Opportunity #Career Growth #Client Engagement

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