eFinancialCareers

• Location

  USA-NY-Huntington

• Remuneration

  Excellent Salary

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  02 Jul 2009

• eFC Ref no

  496011

Base salary and benefits are provided

SUMMARY

As an Investment Consultant, you will assess, assist, and advise clients as they choose the services best suited for their needs. You will develop relationships with existing clients and build relationships with new clients. Your goal is to demonstrate to clients and prospects the value of the platform, resulting in asset accumulation and retention.

RESPONSIBILITIES:

• Open new accounts.
• Proactive business development calls to prospects and clients.
• Respond to leads generated through supplemental business development efforts.
• Presentation of solutions to clients and prospects through face-to-face meetings.
• Tracking of your activities through the client relationship management system.
• Continue to update your sales skills.

QUALIFICATIONS:

• Series 7 & 66 or (63 & 65) active.
• Three or more years of successful sales experience in the financial services industry.
• A two or four-year degree.
• Possess comprehensive industry and investment knowledge.
• Ability to present complex information in a way that enables clients to make informed investment decisions.

PACKAGE:

• Base salary. 
• Quarterly bonuses based on individual production and branch performance against both asset and new account targets. 
• Comprehensive benefits program that includes medical, dental, and 401(k).

To learn more about this position, please submit your resume. If you are a qualified candidate, we will promptly contact you within a few business days, schedule and conduct a preliminary interview by phone, and fully explain the details of this opportunity.

You can visit our website at www.rjandmakay.com to learn more about us and this opportunity.