Internal Consultant - Sales & Service

Description

An Internal Consultant must possess excellent interpersonal skills, as the job requires constant interaction with co-workers and registered representatives over the phone. The successful candidate will have a working knowledge of the financial services industry and the processes that exist to properly provide client solutions. Additionally, the he or she must demonstrate a high level of proactive daily activity. The successful candidate must be a self-starter and team player.

Primary Responsibilities

• Partners with Regional Consultant to manage territory to attain both sales and revenue goals.
• Conducts consultative, relationship-building sales calls with Financial Advisors.
• Develops and executes sales plan strategies
• 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, etc.).
• Ensures compliance with industry and legal regulations and best practices, and adherence to company processes and procedures.

Critical Success Factors

• Demonstrates conviction in Meeder Investment Management solutions and investment approach, along with a passion for the investment industry.
• Strong, proven background in business development working with financial products and services and the ability to become a subject matter expert in all Meeder Investment Management product and service offerings.
• Ability to effectively work with External Consultants in a partnership/supportive role through the sales cycle.
• Excellent presentation, communication, and phone skills.
• Proven client focused consultative sales approach, including ability to listen to clients/prospects needs and help identify and provide solutions.
• Proven track record of consistently meeting or exceeding predetermined key objectives
• Strong virtual presence and ability to communicate complex information and material effectively via virtual medium.
• Demonstrate strong ability to manage your day, and the discipline to meet the goals that are expected of you.

Req Number BUS-24-00007

Position Requirements

Technical Skills Required

• Bachelor’s degree required
• 1-4 Years Financial Services Industry preferred
• FINRA Series 6 or 7 & 63 preferred
• Knowledge of Microsoft suite of products
• Ability to learn and adapt to new technologies

About the Organization Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 125 professionals dedicated to serving the financial needs of financial advisors and their clients as well as government entities, with over $150 billion in assets under advisement.

Meeder's advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.

At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.

Visit www.meederinvestment.com for more. See Meeder's social media pages at https://linktr.ee/Meeder

• Assets Under Advisement consist of $58.4 billion of regulatory assets under management by Meeder Investment Management's registered investment adviser affiliates and $100.6 billion of non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation as of December 31, 2023.

EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over).