Description :
Retirement Specialist Wholesaler
Raises Fund assets through financial consultant and retirement platform partnerships by delivering Allegiant retirement value proposition.
- Maintains third party retirement platform calling campaign to increase awareness of Allegiant retirement support and investment products.
- An Allegiant sales team resource on retirement issues, trends and external retirement platforms.
- Targets joint calling effort with sales team to support financial consultant retirement business.
- Proficient in philosophy, process, objective and positioning of Allegiant products.
- Fulfills required administrative/team responsibilities such as CRM call reporting, expense reports, conference calls and meetings.
- Adherence to all compliance guidelines including use of pre-approved marketing materials, Fund prospectus requirements and licensing.
Location/city is flexible.
Special Job requirements:
The required education for the Retirement Specialist Wholesaler is a bachelor's degree or equivalent. The preferred minimum amount of related work experience is three years. Series 7, 63, 65 or 66 license is required. Requires previous wholesaling experience or equivalent investment sales experience. Interpersonal communication skills, presentation skills, consultative and relationship selling skills, advanced industry knowledge, organization skills and PC skills are prerequisites.
Life/Health/Dental/Vision/401k/paid vacation
