Easter Seals Jobs

Partner and consult with advisors to guide the implementation of Columbia's mutual funds and/or separate accounts sales. Deliver product knowledge and usable sales approaches. Create Columbia brand recognition and demand. If you are not located close to a physical office, remote work is considered for qualified candidates. Key Responsibilities Represent all products distributed and marketed by Columbia Management. Drive sales by developing, maintaining, and deepening relationships with new and existing advisors. Influence advisor choices using a consultative sales process and other performance improvement systems. Partner with internal wholesaler to develop a business plan, manage the territory, and drive regional sales goals and objectives. Identify client needs and provides investment and business solutions to the financial advisor. Build and maintain relationships with internal and external business partners (e.g. marketing, senior leaders, field leaders). Conduct sales or product training meetings and public seminars for financial advisors. Make joint sales presentations to existing and prospective clients. Required Qualifications Bachelor's degree or equivalent work experience. Minimum of 3-5 years in mutual fund/separate account wholesaling or supporting a mutual fund/separate account wholesaler. In depth working knowledge and experience with mutual funds and separate accounts. Demonstrated ability to make successful and dynamic sales presentations. Self-driven - able to manage territory budget and to operate autonomously. Separate managed accounts experience. Established relationships in the channel. Series 7 (or SIE and Series 7 top off exam) and 66 (or 63 & 65 combined) or the ability to obtain within a defined period of time.