State Licensed National Advisor Consultant

Job Summary

A company is looking for a National Advisor Consultant.

Key Responsibilities

• Provides inbound marketing support, sales assistance, and follow-up to brokers/producers and wholesalers
• Maintains and expands existing fund business by encouraging repeat sales and cross-selling products
• Generates producer prospect referrals and maintains effective communication with internal teams

Required Qualifications

• Bachelor's degree or equivalent
• Series 7 and state securities agent registration (S63 or S66) or ability to obtain within a defined period
• Excellent organizational and interpersonal skills