Senior Internal Consultant (Wholesaler)

Description

The successful Senior Internal Consultant (Wholesaler) candidate must possess the skills to discuss and represent Meeder’s investment solutions to Registered Investment Advisors (RIAs) and Registered Representatives. Utilizing a consultative approach, the candidate must effectively provide investment solutions across Mutual Funds, Managed Account Solutions, and SMAs. Additionally, he or she must demonstrate a high level of proactive daily activity. The successful candidate must be a self-starter and team player.

• Ideal candidate preferred to be based out of Columbus, Ohio, however, open to exceptional candidates based remotely.
  
  

Primary Responsibilities

• Partner with Regional (External) Consultant to manage territory to attain both sales and revenue goals.
• Conduct various phone calls with financial advisors, including prospecting, scheduling, product information, and sales and marketing campaign calls.
• Articulate investment solutions and strategies and discuss financial markets (domestic and international).
• Identify and support sales opportunities and advisor needs, advance relationships, and introduce new concepts.
• Work with various departments/individuals within the organization to provide exceptional service and support to our Financial Advisors.
• Handle daily territory management tasks, including client prospecting, CRM management, servicing clients and expanding relationships by cross-selling appropriate products and/or services and serving as a point of contact for Meeder Funds, ensuring compliance with industry and legal regulations and best practices, and adherence to company processes and procedures.
  
  

Critical Success Factors

• Ability to thrive in a fast-paced environment.
• Demonstrates conviction in Meeder Investment Management solutions, investment approach, and 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 Advisor Consulting product and service offerings.
• Ability to effectively work with Regional (External) Consultants through the client sales and servicing cycle.
• Excellent presentation, communication, and phone skills in a virtual environment.
• Proven client-focused consultative sales approach, including ability to listen to clients/prospects needs and help identify and present appropriate solutions.
• Ability to overcome objections.
• Demonstrate a strong ability to manage your responsibilities and the discipline to meet your goals.
• Solid understanding of capital markets and how to effectively translate this knowledge into discussions with advisors.
  
  

Req Number BUS-24-00010

Position Requirements

• Bachelor’s degree required.
• 3-4 years financial services industry experience required.
• FINRA Series 6 or 7 & 63/66 required.
• Proficient in CRM, Microsoft Office suite, as well as Morningstar and/or YCharts.
  
  

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).