- Act as Subject Matter expert for the product lines supported by the team consisting of, but limited to, annuities, mutual funds, 529s, alternative investments, structured products, and donor advised funds.
- Consult with advisors to deliver product guidance specific to client scenarios.
- Assist advisors with strategic sales ideas and competitive product positioning and provide advisors with guidance as to best-in-class solutions and resources from our Partner Firms.
- Support advisor education on key investment challenges such as secure income needs, college planning.
- Track phone metrics, emails, and consultations to measure activity, types of questions, etc.
- Provide leads to Wealth Management Consulting, Growth Officers & Financial Planning Teams when appropriate.
- Provide industry trend insights to advisors and support marketing and educational campaigns through inbound and outbound calls with advisors, one-on-one consultations, and presentations.
- Interface with partner firms.
- Advocate for the resources, tools, services, and support we provide our financial professionals.
- Other duties as assigned.
- Bachelor's degree or equivalent experience required.
- 7+ years of Sales experience in the financial services industry.
- FINRA series 7 securities registration; Life, Accident & Health licenses; Series 65 or 66 a plus.
- Phenomenal communication, presentation, public-speaking and interpersonal skills.
- Strong customer service, problem-solving, and communication skills (Positive attitude and ambition to help others) including adaptability to different personality types.
- Presentation/training skills to conduct group training program.
- Must be flexible, detail-oriented, and self-directed with strength in multitasking prioritization.
- Work well independently and collaboratively, and have a desire to be part of a cohesive team.
- Willingness to learn and self- teach.
- Strong Microsoft Office skills (Word, Excel and Power Point)
- Industry Credentials such as CFP, CLU, ChFC, CIMA, and CAIA.
- Strong aptitude for technology.
- Ability to solve complex problems, focusing on results.
- Ability to work on multiple projects simultaneously, independently or in a collaborative environment.
- Ability to synthesize ideas and concepts into cohesive stories.
- Convey technical information to users in non-technical, clear terms.
- Ability to thrive in a fast-paced, sometimes stressful, and constantly evolving environment.
- Attention to detail and time-management skills.
- A deep functional understanding of investment and protection products.
- A positive, helpful demeanor.
- State Insurance License highly preferred.
-
Wealth Management Solutions Consultant
2 weeks ago
Cetera Financial Group El Segundo, United StatesCetera Financial Group is currently seeking a Product Solutions Consultant. This is a unique opportunity to join our team that is responsible for directing our financial professionals with unbiased guidance on available investment & insurance products. The Product Solutions Consu ...
-
Solution Consultant
4 weeks ago
China Mobile International Limited Los Angeles, United StatesSolution ConsultantGreater China RegionPRCGC Region OfficeSolution ConsultantMiddleApplyStaff ApplicationResponsibility · 1、建立、拓展大中华区域内的公有云云商、云代理商、MSP服务商等合作伙伴; · 2、制定、推动、执行相应合作伙伴拓展计划; · 3、对重点项目端到端进行跟进,与合作伙伴对接,推进合同、价格谈判等商务流程; · 4、合作伙伴的优势产品、解决方案对内部一线销售和售前进行赋能和宣告; · 5、整合自有产品与合作伙伴产品, ...
-
Solution Consultant
2 days ago
66degrees Los Angeles, United StatesOverview of 66degrees · 66degrees is a leading consulting and professional services company specializing in developing AI-focused, data-led solutions leveraging the latest advancements in cloud technology. With our unmatched engineering capabilities and vast industry experience, ...
-
Health Solutions Consultant
2 weeks ago
Aon Los Angeles, United States Full timeAon is looking for a Health and Benefits Consultant - Hybrid - (Irvine/LA) · Are you intellectually curious with a passion to solve problems? Do you enjoy a flexible and collaborative, team-based environment where you are always learning and growing? · If yes, Aon is the compa ...
-
IT Consultant Principal Solutions SSD
1 day ago
Kaiser Permanente Los Angeles, United States: Job Summary: · In addition to the responsibilities listed below, this position is responsible for managing support for customers (users), assigned applications, and/or information systems, including software implementation, integration across functions and regions, complex con ...
-
IT Consultant Principal Solutions SSD
1 week ago
Kaiser Permanente Pasadena, United StatesJob Summary: · In addition to the responsibilities listed below, this position is responsible for managing support for customers (users), assigned applications, and/or information systems, including software implementation, integration across functions and regions, complex config ...
-
Health Solutions Consultant
2 weeks ago
Aon Los Angeles, United StatesAon is looking for a Health and Benefits Consultant - Hybrid - (Irvine/LA) · Are you intellectually curious with a passion to solve problems? Do you enjoy a flexible and collaborative, team-based environment where you are always learning and growing? · + If yes, Aon is the comp ...
-
Health Solutions Consultant
2 weeks ago
Aon Los Angeles, United StatesPosting Description: · Aon is looking for a Health and Benefits Consultant - Hybrid - (Irvine/LA) · Are you intellectually curious with a passion to solve problems? Do you enjoy a flexible and collaborative, team-based environment where you are always learning and growing? · ...
-
Health Solutions Consultant
2 weeks ago
Aon Los Angeles, United StatesAon is looking for a Health and Benefits Consultant - Hybrid - (Irvine/LA) · Are you intellectually curious with a passion to solve problems? Do you enjoy a flexible and collaborative, team-based environment where you are always learning and growing? · If yes, Aon is the compa ...
-
Climate Solutions Consultant
3 weeks ago
Point B Los Angeles, United States Full timePoint B is a consulting firm that is trusted by the world's leading organizations and specializes in business transformation and technology services. We are committed to making an impact for our customers and leveraging technology to unlock human potential. We help accelerate our ...
-
Restaurant Solutions Business Consultant
1 week ago
Fiserv Los Angeles, United States**Calling all innovators - find your future at Fiserv.** · We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of t ...
-
Junior consultant for our production system
1 week ago
SilverTech Hermosa Beach, United StatesAbout the Company · We are a spin-off of the Fraunhofer Society and a well-positioned company in the IT and consulting industry. The company is the inventor of PiT production in rhythm and its core element, rhythm-oriented planning. Our holistic consulting approach is supported b ...
-
Sales Engineer
1 week ago
Horizon Dynamics West Lawn, United StatesYour tasks · Processing of customer inquiries and preparation of offers · Consulting with customers regarding technical product configurations · Development of solutions for technical requirement profiles · Review of technical specifications in the context of tenders · Technical ...
-
ZephyrTech West Lawn, United StatesBuderus maintains a specialized wholesale network for heating and installation technology with over 50 branches in Germany. As a system expert, we have been developing top-quality products since 1731. Whether operated regeneratively or traditionally, our heating systems are solid ...
-
Sales Executive, Urology
1 week ago
KARL STORZ Endoscopy - America El Segundo, United StatesI. Job Purpose · Effectively consult, manage and sell the complete range of KARL STORZ Urology & Gynecology endoscopic products, solutions and services to meet customer requirements as well as KSEA growth targets within a defined territory. As a U/G Sales Executive, you represen ...
-
Processing in the field of BAföG/AFBG
1 week ago
Crimson Solutions West Lawn, United StatesThe District Office Waldshut - Youth Welfare Office - is looking to fill a position in · Administrative work in the field of BAföG/AFBG · part-time (40%) as soon as possible. · Your responsibilities: · Independent administrative work for the granting of education support benefit ...
-
IT Transformation Manager
1 week ago
NovaTech Solutions Lawndale, United StatesThe company gmbh is currently offering this job in Berlin. If you are currently looking for a position in the field of accounting, you should take a look at the details on the company's website. There you will find detailed information about the position and the company. · Your r ...
-
Phoenix Innovations Alhambra, United StatesAbout the Company · We are a business law firm network with over 320 employees at 23 locations. With our business areas of auditing, tax and legal consulting, corporate finance, real estate management, restructuring, and insolvency administration, we are one of the firms that off ...
-
MR Clinical Solutions Delivery Consultant
3 weeks ago
Philips Los Angeles, United StatesAllow your passion for improving lives to shine in this role where you'll be responsible for leading the clinical delivery of MR education for our customers throughout the West with a focus in California. In this role you will be providing basic through intermediate application t ...
-
MR Clinical Solutions Delivery Consultant
3 weeks ago
Philips Iberica SAU Los Angeles, United StatesJob Title MR Clinical Solutions Delivery Consultant (Remote in California) Job Description · Allow your passion for improving lives to shine in this role where you'll be responsible for leading the clinical delivery of · MR education for our customers throughout the West with a ...
Wealth Management Solutions Consultant - El Segundo, United States - Cetera Financial Group
Description
Cetera Financial Group is currently seeking a Product Solutions Consultant. This is a unique opportunity to join our team that is responsible for directing our financial professionals with unbiased guidance on available investment & insurance products. The Product Solutions Consultant will be part of the Wealth Management Product Solutions team supporting financial professionals in understanding how to implement various investment strategies and products into their practice. To support advisor and client investment challenges, the Product Solutions Consultant must have a deep working knowledge of major product lines such as mutual funds, annuities, alternative investments and others, an ability to connect investor challenges to product solutions, and educate financial professionals on how to implement these solutions into their practice.
The position requires strong consultative skills and an ability to assist financial professionals with sales ideas, prospecting techniques, overcoming sales objections, unbiased product guidance and determining the best approach to closing sales opportunities, including developing strategies for point-of-sale meetings. The role will regularly interact with numerous departments including Advisory Sales, Growth Officers, Financial Planning, Advanced Planning Due Diligence, Compliance, Supervision, and Operations.
Product Solutions Consultant will provide education to advisors through in-bound and outbound phone activity, support key institution training opportunities, manage webinars, etc.
What you will do:
What you need to have:
Really catch our eye with:
#LI-HYBRID
The salary range for this role is $75,000 - $85,000, plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.
