Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers II / External Wholesalers and the Sales Support staff. Assist the Internal Wholesalers 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 and final presentations. In addition, this position will assist in the phone coverage of each Region’s Financial Advisors as needed.

**Essential Duties and Responsibilities:**

+ Assists in all aspects of the sales process.
+ Works with Senior Wholesalers to generate new business and increase sales.
+ Communicates to Financial Advisors in other regions and introduce products both in person and by phone.
+ Assists in case analysis and presentation.
+ Assists in the creation of client proposals, investment policy statements, Mobius, Zeph...