Job Description Summary Under limited supervision, uses extensive knowledge and skills obtained through education and experience to support the business of financial advisors by developing client pipelines through prospecting, networking, community involvement, centers of influence and developing niches to meet specific marketing and sales goals. Works independently on difficult assignments that are broad in nature, requiring originality and ingenuity with appreciable latitude for unreviewed actions or decisions. Resolves or recommends solutions to complex questions and problems. Extensive contact with internal and external customers is required to establish and maintain relationships that lead to creating new business. Responsibilities Initiates outbound sales calls and responds to incoming calls and inquiries, including follow‑up, sending out materials and obtaining and evaluating background information. Participates in professional organizations and activities to expand network of business contacts. Establishes and maintains a prospect database. Works independently in sourcing and developing new client relationships to enable financial advisors to meet sales goals. Assists in developing product oriented positioning documents, product profiles, competitive analysis and other content for web sites, marketing materials and seminars. Gathers, analyzes, interprets and distributes information on sales trends, product demand and marketing strategies for assigned products. Supports marketing programs and assists others in developing a clear, compelling and differentiated message and position for assigned products. Participates in advisor and client seminars, product road shows, branch presentations, conference calls, point of sale support and other sales functions on behalf of the financial advisors. Executes business development strategies on behalf of the branch. Gathers information and data on prospects to be used in the sales process. Follows‑up with financial advisors to ensure high quality service delivery. Performs other duties and responsibilities as assigned. Education and Experience Requirements Bachelor’s degree and three years’ experience in the financial services industry, preferably including related experience in marketing or sales in a financial planning, investment management or other financial services environment. An equivalent combination of experience, education and/or training as approved by Human Resources. Licenses and Certifications SIE required provided that an exemption or grandfathering cannot be applied. Series 7 Education: Bachelor’s – Accounting, Business Administration, Finance or other relevant majors. Certifications: S65 – Uniform Investment Adviser Law Examination (FINRA), S66 – Uniform Combined State Law Examination (FINRA), S7 – General Securities Representative Examination (FINRA), SIE – Securities Industry Essentials Exam (FINRA). Salary Range $35,568.00 – $120,000.00 Travel Less than 25% Workstyle Hybrid Equal Opportunity Employer The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #J-18808-Ljbffr
Sales Development Associate-Bethesda, MD • Bethesda, MD, United States
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