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Support Consultant
3 months ago
Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers II / External Wholesalers and the Sales staff. Assist the Sales team in all aspects of the sales process, including target market campaigns, follow-up communications, client service activities and final presentations. In addition, this position will assist in the phone coverage for the sales team as needed.
Essential Duties and Responsibilities:- Assists in all aspects of the sales process, onboarding, and administrative duties.
- Assists in creating proposals, client proposals, online app entry, and presale paperwork.
- Maintains and assists with website logins and works with the marketing team to help keep website and technology up to date.
- Coordinates events and proactively calls for event attendance.
- Create and implement new processes to increase efficiency.
- Assists in supporting marketing campaigns by organizing and implementing telephone calls and mailings.
- Responds to requests from Financial Advisors who need assistance in selling products.
- Assist in CRM maintenance and reporting.
- Perform other duties as assigned.