Advisor Consultant Associate
$75,000–$75,000 year
HybridNew York City, New York, United States
Job Summary
Partner with Advisor Consultants to promote and sell Neuberger Berman equity, fixed-income, alternative, and private equity products to financial advisors across the Midwest and West regions. Execute outbound calls for prospecting, uncovering, and closing sales opportunities while managing inbound inquiries, literature requests, and service issues. Develop territory strategies with external wholesalers, analyze sales and product data, and maintain the Salesforce contact management database. Act as a liaison between the sales force and operations to resolve client problems. Some limited travel may be required. This role supports the North American Intermediary sales team within a firm managing $567 billion in assets.
Required Qualifications
- Bachelor's Degree
- Series 7 & 63/65 or 66 licenses
- Must be a self-starter
- Must be able to meet activity/production quotas
- Must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship
Desired Qualifications
- Prior experience in sales within financial services industry
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.