• Advisor Consultant Winter 2019 (Internal Sales)

    Job ID
    [2018]-1350
    Category
    Client Services
    City
    Jersey City
  • What's the role?

    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. 

    Responsibilities:

    • 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

    Qualifications:

    • 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.

     

     

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