Position Overview
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In this role you will:
Manage a defined territory to generate sales and develop new businessLead by establishing long lasting relationships, servicing existing clients and prospecting for new ones.Use their in-depth knowledge of our products, their practice management skills and their interpersonal skills to increase sales and retain assets.Arrange one-on-one, group and/or branch meetings with financial advisors to promote company products and services (20 meetings a week);Assign daily tasks to the ISR and the SA for follow up;Schedule and Host Events, Roadshows and Manager Meetings;Develop a strategic business plan for the year and reviews it quarterly with the team to increase sales from advisors within the territory;Segmentation of the client base to define the service levels and to ensure sales from various distribution channels and firms (1-250);
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