Description
Department: Sales
Reports To: Internal Sales Manager
Position Summary
Provide education and support of CNL distributed products to various investment advisors and registered representatives “financial professionals” in a specific territory. Responsible for developing and expanding relationships with financial professionals in the CNL network of Investment Advisory Firms and Broker Dealers. This position will offer a flexible working arrangement (hybrid of office and remote working days).
Essential Job Functions
Develop new and build upon existing relationships with financial professionals/ registered representatives in the Broker Dealer network within their territory
Grow CNL’s market share within the territory through consultation with financial professional on our products
Provide appropriate information to the financial professionals/registered representatives regarding the Company's operating results and business strategies
Proactively educate financial professionals regarding CNL distributed products, risks and benefits
Strive to become a knowledgeable resource to the broker dealer network and internal associates on all aspects of the investment industry, competitors (direct and indirect), and products available in the market
Maintain knowledge of our partners’ business and market performance/position in order to provide the best information to financial professionals related to CNL distributed products
Research and analyze quarterly/annual Reports, 10K, and other publicly filed information
Respond to technical product and competitive positioning questions as appropriate
Comply with all rules and regulations of selling securities as outlined by FINRA and SEC as well as any internal guidelines established by CNL Securities Corp
Host client seminars, conferences and education forums for purposes of educating our financial professionals regarding CNL distributed products
Competencies:
Ability to handle and resolve customer issues with minimal guidance
Strong interpersonal skills with proven ability to build effective relationships
Strong advisory services background with progressive level of proven results
Excellent telephone communication skills and etiquette
Excellent interpersonal communication and presentation skills
Effective analytical skills
Detail oriented
Strong time management and organizational skills
Leadership skills
Diplomacy in client interactions
Work independently and in a team environment
Proactive and innovative self starter
Education/Experience
Bachelor’s degree required
Previous sales experience and market/industry knowledge of financial services preferred
Successful candidate must have a FINRA Series 7 and Series 63, or obtain within an identified period of time
Work Schedule:
Full-time, exempt (40 hours) workdays during normal business hours
Additional hours may be required during the peak work periods and projects
Travel as required
Qualifications
Skills
Behaviors
:
Motivations
:
Education
Experience
Licenses & Certifications
Required
Series 63
Series 7