Regional Sales Consultant (Internal Wholesaler)
abglobal · Nashville
Job description
About the role
AllianceBernstein's Strategic Sales & Service department is looking for a Regional Sales Consultant to support its sales initiatives, client servicing and relationship-building in partnership with an external wholesaler in an assigned territory. The role promotes the sale of the firm's proprietary investment services through third-party distribution channels, understands client needs and helps develop relevant sales ideas. It also prepares candidates for potential external wholesaler or other opportunities across the firm.
Key responsibilities
- Understand the firm's mission, values and product offerings in the U.S. retail market
- Work closely with the external wholesaler to develop a sales and servicing strategy for the assigned region
- Make proactive servicing and sales calls to existing and prospective clients and receive inbound calls
- Partner with the wholesaler to maintain high-quality activity and seize strategic opportunities
- Support the wholesaler in meeting client expectations and executing client requests
- Conduct competitive analysis to identify new opportunities and advance existing ones
- Travel periodically into the sales region
Required profile
- Bachelor's degree, preferably in Finance, Economics or Marketing, with strong academic performance and leadership experience
- Two years of financial industry experience preferred
- Registered with Series 7 and 63 or 66 licenses
- Client-focused, detail-oriented, able to multi-task and work under pressure in a fast-paced environment
- Self-starter with strong analytical skills, comfortable working independently and as part of a team
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Published 15 hours ago
Expires 1 month from now
2 views · 0 interested
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abglobal
Nashville