Platform Consultant

2 weeks ago

Philadelphia, United States Clark Capital Full time

Clark Capital is searching for a motivated individual with proven organizational and sales skills to support the external sales team in acquiring, developing, and maintaining relationships with successful Financial Advisors. The ideal candidate is a self-starter who is comfortable managing complex and evolving situations. The successful candidate is a team player, resourceful and selfless in the execution of all tasks.

Essential Functions

  • Manages territory to attain both sales and revenue goals.
  • Conducts consultative, relationship-building sales calls by phone with Financial Advisors.
  • Develops and executes sales plan strategies with members of both external & internal Sales teams.
  • Articulates investment solution strategies and discusses financial markets (domestic and international).
  • Identifies sales opportunities and advisor needs, advances relationships, and introduces new concepts.
  • Analyzes regional/product sales trends within partner firms and among individual financial advisors.
  • Works with various departments/individuals within the organization to provide exceptional service to our Financial Advisors.
  • Handles daily territory management tasks to ensure maximum business efficiency (e.g., updates and maintains CRM, provides supplemental scheduling).
  • Ensures compliance with industry and legal regulations and best practices and adherence to company processes and procedures.
  • Performs other duties as required.
Competencies for Success
  • Thorough understanding of the financial/capital markets, mutual funds, ETFs, group and individual retirement plan products, separately managed accounts, hedge strategies, and other investment vehicles.
  • Ability to view business on a macro and micro level.
  • Motivated to achieve success.
  • Strong work ethic, high integrity, and strong values.
  • Sound communication and interpersonal skills.
  • Strong consultative sales skills – probing, listening and closing.
  • Exceptional verbal and writing skills.
  • Ability to learn and adapt to new technologies.
  • Experience in financial services industry preferred.
  • Series 7 preferred.
  • College degree preferred.


About Clark Capital

Clark Capital Management Group is an Equal Opportunity Employer and offers excellent compensation packages that include competitive pay, comprehensive health insurance benefits, 401(k) retirement plan with matching, and career/professional development assistance.

Clark Capital Management Group is a registered investment advisor that provides fee-based investment advisory solutions for financial professionals through external investment platforms.

We are passionately committed to helping clients achieve their life goals. Our focus on excellence and our culture of accomplishment attract high-performing, collaborative team members who seek to make a positive impact on the lives of the clients and financial advisors we serve.

Please visit our website at www.ccmg.com for more information

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