Associate Platform Consultant

Clark Capital is searching for a motivated individual with proven organizational and sales skills to support the external sales team in acquiring, developing, and maintaining relationships with successful Financial Advisors. The ideal candidate is a self-starter who is comfortable managing complex and evolving situations. The successful candidate is a team player, resourceful and selfless in the execution of all tasks.

Essential Functions

• Manages territory to attain both sales and revenue goals.
• Conducts consultative, relationship-building sales calls by phone with Financial Advisors.
• Develops and executes sales plan strategies with members of both external & internal Sales teams.
• Articulates investment solution strategies and discusses financial markets (domestic and international).
• Identifies sales opportunities and advisor needs, advances relationships, and introduces new concepts.
• Analyzes regional / product sales trends within partner firms and among individual financial advisors.
• Works with various departments / individuals within the organization to provide exceptional service to our Financial Advisors.
• Handles daily territory management tasks to ensure maximum business efficiency (e.g., updates and maintains CRM, provides supplemental scheduling).
• Ensures compliance with industry and legal regulations and best practices and adherence to company processes and procedures.
• Performs other duties as required.

Competencies for Success

Equal Opportunity Employer

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