What are the responsibilities and job description for the Regional Sales Consultant position at Frontier Asset Management?
The Regional Sales Consultant supports the firm’s sales efforts. This position is responsible for a broad range of tasks designed to better serve existing advisor clients and develop new advisor relationships. The Regional Sales Consultant should also have an attitude of service, exceeding the needs and expectations of current advisor clients and prospective advisors. The Regional Sales Consultant should keep up with trends in the financial services industry and the market conditions impacting investments. They should be working towards becoming a true consultant to financial advisors, adding value in every interaction we have with our clients. Success in this position could lead to a position as a Regional Director.
Salary:
- 70K Depends on Experience
- Eligible for sales compensation
Benefits:
- Paid Time Off
- Paid holidays
- Health, Dental, Vision and Life Insurance
- 401(k) with 4% Employer Match and current 4% Discretionary Contribution
Location Preference: Denver, Co, Atlanta, Ga
Responsibilities
- Supporting the efforts of the firm’s Regional Directors
- Communicating with existing or potential advisor clients as needed
- Determining interest in Frontier’s services and providing information
- Identifying prospective clients using the firm’s internal database as well as external sources
- Providing follow up after sales meetings as well as conducting sales calls and presentations
- Supporting the logistics of conference attendance by Frontier personnel
- Maintain SalesForce database of current and prospective Advisors
- 1 week of travel a month
- Commitment to continuing education
Qualifications
- Bachelors degree
- Demonstrate a customer service spirit
- Strong organizational skills with the ability to manage multiple projects
- Excellent written, oral and verbal communication
- Strong computer skills including: SalesForce, Microsoft Office, Zoom
- Desire to receive Series 65 and or CFP
- Strong financial services knowledge