Advisory Specialist Internal Sales in Investment Management Field
Horizon Investments
- Charlotte, NC
- $54,000-62,000 per year
- Permanent
- Full-time
- 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
- 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
- Bachelor's degree
- FINRA Series 6 or 7 and 63/65 or 66 licenses (or the ability to gain these in 4 months)