Regional Sales Consultant
Frontier Asset Management, L.L.C. is seeking a Regional Sales Consultant to support their sales efforts. This role involves serving existing advisor clients, developing new relationships, and keeping up with market trends to add value in client interactions.
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
Skills
- 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
- Strong financial services knowledge
- Desire to receive Series 65 and or CFP
Benefits
- Paid Time Off
- Paid holidays
- Health, Dental, Vision and Life Insurance
- 401(k) with 4% Employer Match and current 4% Discretionary Contribution
Company Overview