Regional Consultant (Internal Wholesaler)

at  Crossmark Global Investments

POSITION DESCRIPTION/BACKGROUND:

A successful candidate will possess superior communication skills, solid organizational skills, strong analytical skills as well as a passion for developing impactful client relationships. They will have a clear understanding of the sales process, the ability to effectively prioritize and knowledge of the capital markets. They must be self-motivated and adhere to our Core Principles: Integrity, Commitment, Courage, Proficiency and Professionalism.

Qualifications:

• Series 6 or 7, Series 66 (or equivalent) required
• Bachelor’s degree required
• Minimum 1 year sales experience preferably within the financial services industry
• Demonstrated relationship management skills, including the ability to work in a team environment
• Proficient in Microsoft Office products (Excel, Word, and PowerPoint)
• Salesforce or equivalent CRM experience preferred
• Strong time management, organizational, and problem-solving skills
• Ability to work in a changing fast paced high call volume environment, with enthusiasm and a positive attitud

• Develop and maintain relationships with existing financial advisors in order to market Crossmark’s products, as well as identify new sales opportunities within their territory to meet sales goals
• Raise and retain assets within a geographic territory by making proactive phone calls to financial advisors to share sales ideas, provide product information, gather marketing data and offer sales support
• Deliver effective presentations to promote Crossmark products, services and competitive advantages
• Develop and implement a business plan and sales strategy with Regional Vice President (external wholesaler), and sales leadership

Qualifications:

• Series 6 or 7, Series 66 (or equivalent) required
• Bachelor’s degree required
• Minimum 1 year sales experience preferably within the financial services industry
• Demonstrated relationship management skills, including the ability to work in a team environment
• Proficient in Microsoft Office products (Excel, Word, and PowerPoint)
• Salesforce or equivalent CRM experience preferred
• Strong time management, organizational, and problem-solving skills
• Ability to work in a changing fast paced high call volume environment, with enthusiasm and a positive attitude