We’re looking for top talent who aspire to be in sales, are willing to work hard and have a will to win to play a key role in driving advisor business forward.

Responsibilities

• Deliver bottom line wealth sales growth by collaborating with the Director, Business Development (Wealth) to generate sales and meet and exceed sales targets.
• Prospect new leads and leverage an existing database of contacts to build and strengthen relationships with advisors by phone, virtually and a limited amount of face‑to‑face interaction.
• Utilize Salesforce to closely track calls and log appointments, manage the sales workflow, upload new contacts and monitor progress.
• Lead generation of prescribed conversion rates and sales targets.
• Grow the region by optimizing advisor relationships and providing follow‑up and marketing support to advisors.
• Partner with advisors to develop an understanding of their book of business (goals, tar...