• Advisor Consultant Winter 2019 (Internal Sales)

    Job ID
    [2018]-1350
    Category
    Sales & Marketing
    City
    Jersey City
    State
    NJ
  • Overview

     

    Job Overview: 

    The Advisor Consultant ("AC") is responsible for proactively engaging Financial Advisors within a defined geographic territory in an effort to enrich existing relationships, identify cross-selling opportunities, and originate new producers. Advisor Consultants help represent Lord Abbett to our client base and thus go through a rigorous and industry-leading training program which covers investment markets, investment products and presentation skills in addition to sponsorship for Series 7 and 66 licenses. Advisor Consultants work in partnership with an assigned Regional Manager in an ongoing effort to elevate the investment conversation by thoughtfully positioning our products. The program’s objective is to develop top talent with a focus on career development while supporting our vision – “To be the most respected asset manager in the world – admired for our: People, Performance, Relationships, and Agility.”

    What you’ll do:

    • Meet and exceed outbound  phone call requirements
    • Proactively contact financial advisors to communicate actionable sales ideas and business-building opportunities 
    • Partner  with one or more Regional Managers to manage and grow an assigned territory 
    • Articulate a deep knowledge of mutual funds, separately managed accounts, and retirement products 
    • Demonstrate a deep understanding of all Lord Abbett Market & Product Opportunity Presentations (MPOs) 
    • Engage with  Marketing to execute outbound phone call campaigns 
    • Understand current market conditions and the potential impact on our investment products

    You’ll need to have:

    • Bachelor’s degree 
    • Cumulative GPA of 3.0 or better
    • 0-5 years relevant experience in the financial services industry 
    • Currently or ability to obtain the Series 7 and 66 licenses with the designated time frame 
    • Strong interest in the financial markets 
    • Exceptional written and verbal communication skills  
    • Ability to develop client relationships and strategic partnerships 
    • Ethical, collaborative, organized, flexible, self-starting, accountable, humble, mature 
    • Candidates must be able to work in the U.S. without visa sponsorship (now or in the future)
    Please note that the start date for this program will be in January 2019 

     

    About Lord Abbett

    Founded in 1929, Lord Abbett is a leading asset manager with approximately $165+ billion in assets under management. We share a passion for excellence in serving our diverse range of clients – individuals, advisors, and institutions across the globe who rely on us to deliver innovative investment solutions that help them secure stronger financial futures. We are looking for candidates who value trust, intellectual curiosity, and teamwork as much as we do.

     

    We are an equal opportunity employer and value diversity at our firm. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

    Options

    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed