Position Overview
**Responsibilities**
+ Initiatesoutboundsalescallsandrespondstoincomingcallsandinquiries,includingfollow-up,sending out materials and obtaining and evaluating backgroundinformation.
+ Participatesinprofessionalorganizationsandactivitiestoexpandnetworkofbusinesscontacts.
+ Establishes and maintains a prospectdatabase.
+ Worksindependentlyinsourcinganddevelopingnewclientrelationshipstoenablefinancialadvisorsto meet salesgoals.
+ Assistsindevelopingproductorientedpositioningdocuments,productprofiles,competitiveanalysisand othercontentforwebsites,marketingmaterialsandseminars.
+ Gathers,analyzes,interpretsanddistributesinformationonsalestrends,productdemandand marketing strategies for assignedproducts.
+ Supportsmarketingprogramsandassistsothersindevelopingaclear,compellinganddifferentiated message and position for assignedproducts.
+ Participatesinadvisorandclientseminars,productroadshows,branchpresentations,conferencecalls, pointofsalesupport,andothersalesfu...