The Financial Services Marketing Representative will be responsible for providing marketing support by phone to financial advisers, and helping them build their business.

Job Description:

The Financial Services Marketing Representative will perform all or some of the following Job description:

• Respond to inquiries related to Company funds, products, sales tools and services

• Make outbound calls to educate advisers on Company funds, products, sales tools, and services.

• Skilled at asking relevant and insightful questions to understand how advisers are using the information requested

• Proactively offer tools and information to help advisers gain/retain assets

• Enjoy using state-of-the-art technology as part of their workday

• Thrive on learning and applying knowledge in an environment where situations change and outcomes are often uncertain

• Build relationships by phone and solve problems creatively

• Believe that successful outcomes are the result of shared knowledge and not singular effort

• Realize that the quality of support matters more than the quantity of calls handled

• Demonstrated interest in learning about the investment industry.

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