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Responsible for developing and implementing Sales and Marketing strategies within the established sales territory to promote, grow and increase the sales of Beacon Capital Management's (BCM) advice and services. Identify and develop relationships with targeted Registered Investment Advisors to successfully market and sell BCM's advice and services.
Job Responsibility:
Develop and implement Sales and Marketing strategies within the established sales territory
Identify and develop relationships with targeted Registered Investment Advisors
Develop sales goals, business and marketing plans
Partner with an Internal Wholesaler to jointly execute a focused plan
Develop and maintain relationships with Registered Investment Advisors
Deliver presentations within established sales territory including continuing education programs, product training and value add training
Manage territory effectively by building relations and coverage based on the greatest sales opportunity
Provide education, sales leadership and relationship management for top advisors
Manage all administrative aspects of the established sales territory
Act as a resource for sales training and BCM training to internal and external stakeholders
Attend conferences as requested
Maintain a positive image of the company
Commitment to embrace Sammons Financial Group Companies shared values
Regular attendance is required
Participate in other initiatives and/or projects as necessary
Requirements:
Bachelor's Degree Communications, Marketing, Business or related field Preferred