**Essential Duties and Responsibilities** • Initiates outbound sales calls and responds to incoming calls and inquiries, including follow-up, sending out materials and obtaining and evaluating background information. • Participates in professional organizations and activities to expand network of business contacts. • Establishes and maintains a prospect database. • Works independently in sourcing and developing new client relationships to enable financial advisors to meet sales goals. • Assists in developing product oriented positioning documents, product profiles, competitive analysis and other content for web sites, marketing materials and seminars. • Gathers, analyzes, interprets and distributes information on sales trends, product demand and marketing strategies for assigned products. • Supports marketing programs and assists others in developing a clear, compelling and differentiated message and position for assigned products. • Participates in advisor and client seminars, product road shows, branch presentations, conference calls, point of sale support, and other sales functions on behalf of the financial advisors. • Executes business development strategies on behalf of the branch. • Gathers information and data on prospects to be used in the sales process. • Follows-up with financial advisors to ensure high quality service delivery. • Performs other duties and responsibilities as assigned. **Knowledge of** • Concepts, practices and procedures of business development in a financial services/broker-dealer environment. • Investment concepts, practices and procedures used in the securities industry. • The principles of banking and finance and securities industry operations. • Financial markets, products, financial advisory function and the investment process. **Skill in** • Sourcing and developing sales prospects. • Executing practice development strategies. • Sourcing and developing sales prospects and referral sources. • Initiating sales calls and responding to inquiries and turning them into sales opportunities. • Establishing and maintaining databases. • Preparing and delivering clear, effective, and professional presentations. **Ability to** • Operate standard office equipment and use required software applications. • Partner with other functional areas to accomplish objectives. • Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed. • Incorporate needs, wants and goals from different prospects for financial advisor practices into marketing and sales strategies. • Gather information, identify linkages and trends and apply findings to assignments. • Research, interpret, analyze and apply information about prospects. • Organize, prioritize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels to accomplish objectives. • Work independently as well as collaboratively within a team environment. • Provide a high level of customer service. • Maintain currency in financial services industry and products. **Education/Previous Experience** • Bachelor’s Degree (B.A.) from a four year college or university with a minimum of two (2) years of experience in marketing or sales in a financial planning, investment management or other financial services environment. **Licenses/Certifications** • SIE required provided that an exemption or grandfathering cannot be applied. • Series 7 required.