Internal Sales

Company: Lindner Capital Advisors
Location: Marietta
Posted on: January 9, 2021

Job Description:

In partnership with the external wholesaler, the internal wholesaler is responsible fordeveloping and maintaining existing relationships, as well as identifying and acquiringnew business within their territory to meet sales goals. Continuous training is providedto develop and enhance industry and product knowledge in order to effectivelycommunicate and build credibility with financial advisers.The Internal Wholesaler is responsible for raising and retaining assets within ageographic territory by making proactive phone calls to advisers to share sales ideas,provide product information, gather marketing data and offer sales support. These callsinclude delivering effective sales presentations.This individual develops and maintains relationships with existing advisers in order tosell LCA portfolios, as well as identify new sales opportunities. The Internal Wholesaleris additionally responsible for implementing a business plan and sales strategy with theexternal wholesalers.Minimum Requirements: Bachelor's Degree in Business Administration, Finance, Economics,Marketing, or related field. Three (3) years of sales experience within the financial services industry.Prior experience in the independent, Insurance Broker Dealer and RIAchannels a plus. Knowledge of investment services products, services, and operations. TAMPexperience a plus. Proven sales skills and the ability to positively promote products and servicesto would be clients. Excellent presentation, communication, written and verbal skills Strong proficiency using Microsoft Word, Excel, and PowerPoint. Sales Forcea plus. Experience in the independent BD market. Ability to work independently Ability to travel 20% of the time Series 65 and 63 registrationsPrimary Responsibilities: Proactively calls on top tier advisors at various broker/dealers and RIA firms tocommunicate strategies that increase LCA portfolio sales. Effectively profile advisors to understand their practice, clients and investmentprocess to identify needs and to position LCA's products and services to meetthose needs. Provide portfolio construction and practice management support to financialadvisors to help them strengthen their client relationships and grow theirbusiness. Execute consistent follow up with advisors (via Sales Force) to advance the salesprocess and deepen advisor relationships. Present the LCA Advantage and other potential webinar trainings to advisors. Partner with Regional Directors to drive sales and assets and build relationshipswith advisors through execution of a defined territory plan and sales process. Provides support for external wholesalers as home office point of contact andresolves complex questions regarding the portfolio choices, investmentcommentary, and practice management solutions. Demonstrate organized, efficient and effective territory management and phoneskills on a consistent basis. Focus on deepening relationships with existing advisors and identifying newsales opportunities. Must have a strong ability to multitask and prioritize while maintaining a flexibleapproach in a fast paced environment.Compensation: Compensation is paid by a base salary, plus quarterly fee bonus.Benefits: Medical, Dental and Vision coverage 401(k)Please email resume and cover letter to kborchardt@lindnercapital.com

Keywords: Lindner Capital Advisors, Marietta , Internal Sales, Sales , Marietta, Georgia