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Associate VP

Company: Consumer Retail Banking, Reston, VA
Location: Reston
Posted on: March 18, 2019

Job Description:

The Associate Vice President (Internal Wholesaler) position will work directly with Managing Directors (External Wholesalers) by assisting in all aspects of the sales process, including the development of target market campaigns, direct prospects contact, appointment scheduling, follow-up communications, client service activities. Key Responsibilities Product Sales Activities: Revenue Generating Tasks Partner with Managing Directors (External wholesalers) to manage an assigned territory within the U.S., driving sales and assets through execution of a defined territory plan and sales process. Assist in prospecting '" calling advisors Managing the sales process '" email fact sheets, contacting advisors. Managing the sequences within HubSpot to ensure frequent and constant contact with Advisors. Host and organize Product Specific Webinars and meetings. Present high-level product pitch. Conduct proactive telephone sales presentations to clients and prospects, highlighting the EJF and Lingerfelt Funds and value proposition. Sell listings/advertising for professionals and firms. Qualifications 2-4 years of sales experience in the IBD and/or RIA channels, with a demonstrated track record of success in raising capital in alternative products BA/BS degree required Series 7 and 66 preferred Exceptional organization and time management skills. Ability to leverage technology to serve clients. Superior integrity, work ethic, and written/verbal presentation and communication skills

Keywords: Consumer Retail Banking, Reston, VA, Reston , Associate VP, Executive , Reston, Virginia

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