Internal Investment Sales - SMA Job at Laffer Tengler Investments, Nashville, TN

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  • Laffer Tengler Investments
  • Nashville, TN

Job Description

Job description

The Internal Investment Sales role will be responsible for growing new business, supporting existing business and working on the overall sales process of the firm. This role assists in developing and managing of all aspects of Laffer Tengler's distribution program by facilitating outbound sales & marketing efforts, managing client service and handling problem resolution.

The role will assist in the development and management of distributor relationships at the rep., branch and national level. They will be responsible for working to develop and grow new business opportunities at national advisor platforms, TAMPS and independent advisory parctices.

Some of the responsibilities of the position will be:

  • Proactive daily outbound sales calls to financial advisors and client home office firm staff educating them about the firm's investment strategies, as well as delivering marketing ideas and advanced sales concepts to drive increased production.
  • Conduct analysis of production to determine best opportunities for growth and also retention of assets/investment strategies.
  • Facilitate communication between the firm and its clients, review sales reports and generate marketing ideas.
  • Participates in new and existing product and sales training to support the sales process.
  • Provided a high level of customer service, product knowledge, and industry knowledge in order to leverage existing and potential sales avenues.

Job Tags

Home office,

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