Advisory Specialist Internal Sales in Investment Management Field

Horizon Investments

  • Charlotte, NC
  • $54,000-62,000 per year
  • Permanent
  • Full-time
  • 19 days ago
  • Apply easily
Position Description:Pay is Base + Commission - Base pay is $54,000-$62,000 per year and Target Commission is $20,000-$30,000 per year.The Advisory Specialist is primarily responsible for developing new business leads and supporting existing client relationships in their assigned territory. As a member of Horizon's Advisor-facing sales team, the Advisory Specialist is partnered with a Regional Director and together they work to expand Horizon's market share. The Advisory Specialist must have a strong knowledge of Horizon's investment solutions and global market trends in order to identify and reach out to potential business leads and provide consultative support to prospective and existing clients.Responsibilities:
  • Prospects to uncover new business leads through proactive call and email campaigns
  • Creates and executes on targeted campaigns designed to appeal to Financial Advisors current business needs
  • Schedules and runs virtual meetings with Financial Advisors in their assigned territory
  • Drives interest and adoption of Horizon's online advisor prosite with Financial Advisors
  • Engages with Centers of Influence to uncover new opportunities and increase Horizon's awareness
  • Supports current clients through conducting model reviews and offering value adds
  • Performs a territory analysis with their Regional Director to identify new areas of opportunity and where they are at to plan
  • Drives attendance to Horizon events
  • Owns and executes on the follow up process for Event Leads in their territory
  • Acts as a liaison between Financial Advisors and Horizon's Investment Management team
  • Stays informed of domestic and global market trends
  • Achieves a strong understanding of marketplace competitors and complementary product suites
  • Tracks and reports activity through the CRM
  • Exemplifies the Sales Team standards and Horizon's core values
Qualifications:
  • Ability to build and maintain business relationships.
  • Works well in a team environment and independently.
  • Self-motivated and driven to reach sales goals in a fast-paced environment.
  • Confidence and ability to drive sales.
  • Excellent communication skills / interpersonal skills, including the ability to communicate effectively over the telephone.
  • Strong organizational skills and ability to multi-task.
  • Knowledge of the Independent RIA and B/Ds proprietary platforms and competition
  • Familiarity with Salesforce and the Microsoft Office suite
Position Requirements:
  • Bachelor's degree
  • FINRA Series 6 or 7 and 63/65 or 66 licenses (or the ability to gain these in 4 months)
Job Posted by ApplicantPro

Horizon Investments