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Internal Advisor Consultant
2 months ago
We are seeking a highly motivated and experienced Internal Advisor Consultant to join our team at First Eagle Investments. As a key member of our organization, you will play a critical role in building and maintaining strong relationships with our clients and advisors.
Key Responsibilities:- Partner with Advisor Consultants to create and maintain existing client relationships within a specified territory to maximize sales goals
- Develop and implement a sales plan to capture available opportunities in the most efficient and cost-effective manner
- Thoroughly learn, understand, and present all focus products and value-added pieces to prospective clients
- Maintain impeccable follow-up with prospects to establish rapport, sustain interest, and manage relationships
- Assess the needs of each client by asking specific, high-impact questions to adequately position the appropriate fund that meets those needs
- Profile advisors on how to help them grow their book of business
- Deliver sales literature, collateral, hypotheticals, and sales ideas to effectively facilitate sales processes and enhance advisor relationships
- Maintain constant and open communication with externals with the help of logging activities daily into the firm CRM
- Remain laser-focused on sales goals through the means of scheduling, follow-ups, thank you for the business correspondence and prospecting
- Candidates MUST have their Series 7 and 63 (or 66) FINRA licenses
- Undergraduate Degree, preferably in business, economics, or finance
- 1-2 years of experience in the financial services industry
- Strong communication skills, focus, and perseverance
- Excellent interpersonal skills, as well as a team player
- Daily attitude of gratitude, humility, and respect for yourself, peers, and the firm
- Exemplary planning and organizational skills
- Knowledge of financial markets and basic economic principles
We value our people and offer a broad range of benefits, including generous paid time-off, medical/dental/vision healthcare plans, 401(k) retirement and profit-sharing plans, a flexible/hybrid work environment, and many more great benefits. For more information, please refer to our First Eagle Benefits website.
We are an Affirmative Action and Equal Opportunity Employer. Equal Employment Opportunity has been, and will continue to be, a fundamental principle at First Eagle Investments, where employment is based upon personal capabilities and qualifications without regard to race, color, religious belief, including dress and grooming practices, sex, sexual orientation, gender identity, gender expression, age, national origin, marital status, citizenship, disability, veteran status, pregnancy, breastfeeding or medical conditions related to breastfeeding, status as a victim of domestic violence, sexual assault, or stalking, or any other basis protected by applicable federal, state or local law, genetic information or characteristics (or those of a family member), or any other protected characteristic as established by law.