**Responsibilities** + Initiatesoutboundsalescallsandrespondstoincomingcallsandinquiries,includingfollow-up,sending out materials and obtaining and evaluating backgroundinformation. + Participatesinprofessionalorganizationsandactivitiestoexpandnetworkofbusinesscontacts. + Establishes and maintains a prospectdatabase. + Worksindependentlyinsourcinganddevelopingnewclientrelationshipstoenablefinancialadvisorsto meet salesgoals. + Assistsindevelopingproductorientedpositioningdocuments,productprofiles,competitiveanalysisand othercontentforwebsites,marketingmaterialsandseminars. + Gathers,analyzes,interpretsanddistributesinformationonsalestrends,productdemandand marketing strategies for assignedproducts. + Supportsmarketingprogramsandassistsothersindevelopingaclear,compellinganddifferentiated message and position for assignedproducts. + Participatesinadvisorandclientseminars,productroadshows,branchpresentations,conferencecalls, pointofsalesupport,andothersalesfunctionsonbehalfofthefinancialadvisors. + Executesbusinessdevelopmentstrategiesonbehalfofthebranch. + Gathersinformationanddataonprospectstobeusedinthesalesprocess. + Follows-upwithfinancialadvisorstoensurehighqualityservicedelivery. + Performs other duties and responsibilities asassigned. **Education/Experience Requirements** + Bachelor’s degree and three years’ experience in the financial services industry, preferably including related experience in marketing or sales in a financial planning, investment management or other financial services environment ~or~ + An equivalent combination ofexperience, education and/or training as approved by HumanResources **Licenses** + SIE required provided that an exemption or grandfatheringcannot beapplied + Series7