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Sales Consultant - Product Strategy

Securities America, Inc. La Vista, NE
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Job Description

Position Overview:

The primary responsibility for this position is to provide support and guidance to Securities America representatives on the proper use of mutual funds, annuities, alternative products, retirement plans, insurance, and Wealth Management Advantage programs. 

 

Position Requirements:

  • Bachelors degree in business related field or equivalent professional experience
  • 5+ years previous securities industry experience preferred with good working knowledge of mutual funds, annuities, alternative products, retirement plans, and insurance products.
  • Series 7 required
  • Series 65 or 66 required or designation qualifying for waiver (CFP, ChFC, PFS, CFA, or CIC)
  • Variable Life and Annuity license
  • Ability to be at work on a regular and consistent basis
  • Ability to communicate with customers, co-workers, and various business contacts in a courteous and professional manner
  • Ability to organize, prioritize, and handle multiple tasks
  • Ability to pay close attention to detail
  • Ability to work under pressure and meet deadlines
  • Knowledge of SEC and FINRA compliance rules and regulations
  • Knowledge of Securities industry principles, practices, terminology, and procedures
  • Skill in consultative verbal and written communications
  • Skill in utilizing various software packages such as Microsoft Office, Outlook, Excel, etc.

 

Position Duties/Tasks:

This position is responsible for, but not limited to the following:

  1. Provide inbound and outbound advisor support for all approved products and Wealth Management programs; mutual funds, annuities, insurance, alternatives, retirement plans, syndicate offerings, etc…
  2. Present and coach advisors on compliant usage of products and sales strategies.
  3. Serving as proactive product liaison for pre-assigned number of key advisors and branch relationships. 
  4. Conduct focused advisor campaigns based upon specific education, sales, or product risk initiatives.
  5. Have track record of successfully developing an individual territory of advisor including successful implementation of wealth management advantage programs and track record of achieving activity goals.
  6. Assist in product training and sales training for advisors and employees.
  7. Ability to travel up to 15%
  8. Perform other duties as assigned

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Job Details

Date Posted November 19, 2018
Date Closes December 19, 2018
Address 12325 Port Grace Boulevard
Located In La Vista, NE
Department Wealth Management
Job Type Full-time Employee
Experience Level Intermediate (3-7 yrs. experience)
Start Date Immediately
Positions Available 1
SOC Category 41-3031.01 Sales Agents, Securities and Commodities
Zipcode 68128
Name Human Resources
Address 12325 Port Grace Boulevard
City, State and Zip LaVista, NE 68128
Phone 1-800-747-6111
FAX 402-384-7589

This job offers the following benefits

  • 401(k) Retirement Savings Plan
  • Dependent-Care Spending Accounts
  • Flexible Spending Accounts
  • Health-Care Spending Accounts
  • Accidental Death and Dismemberment
  • Dental
  • Dependent Life Insurance
  • Employee Assistance Program (EAP)
  • Life Insurance
  • Long-Term Disability
  • Maternity / Paternity / Family Leave
  • Medical
  • Prescription Drug Plan
  • Short-Term Disability
  • Vision
  • Voluntary Life Insurance
  • Bereavement Pay
  • Casual Dress
  • Continuing Education Program
  • Dry Cleaning / Laundry
  • Employee Referral Program
  • Fitness Classes
  • Free Parking
  • Health Fair
  • Holiday Party
  • Massage Therapy
  • Nursing Facilities
  • Paid Holidays
  • Paid Vacations
  • Tuition Reimbursement
  • Wellness Program
  • Bonus Plan
  • Merit Increases

This job requires the following skills

  • Business - Trainer
  • Recruiting Concepts
  • Finance Management
  • Financial Advisor
  • Financial Planning
  • Microsoft Office
  • Microsoft Windows Desktop
  • Marketing
  • Software Sales

Course(s) relevant to the skills listed for this position

At a Glance
Enjoy these benefits
  • 401(k) Retirement Savings Plan
  • Dependent-Care Spending Accounts
  • Flexible Spending Accounts
  • Health-Care Spending Accounts
  • Accidental Death and Dismemberment
  • And More ...
Location