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Position:  Internal Sales Consultant
Location:  Dublin, OH
Job Id:  159
# of Openings:  1

Meeder Investment Management (Meeder) is a Dublin, Ohio-based asset management firm with approximately $12 billion in assets under management, advisement, and administration. Meeder offers a wide variety of financial solutions, including Mutual Funds, Separately Managed Accounts, Cash Management and Retirement Plan Services. The firm’s affiliates include three registered investment advisors, a limited purpose broker-dealer, a transfer agency, and the Meeder Funds mutual fund family.

The Internal Sales Consultant must possess excellent interpersonal skills, as the job requires constant interaction with co-workers and registered reps over the phone. The successful candidate for this role will have a working knowledge of the financial services industry and the processes that exist in order to properly transact business. Additionally, the Internal Wholesaler candidate must possess a high level of proactive daily activity. The successful candidate must be a self-starter and team player.

Primary Responsibilities
  • Provide a high level of customer service for existing clients to ensure firm meets its retention objectives and develop strategies for cross-selling other Meeder Investment Management services and products.
  • Partner with External Wholesalers to effectively set and execute sales strategy for their respective territory.
  • Responsible for assigned territory management to include scheduling meetings, service and sales activity, and other duties as assigned
  • Provide needed research and analysis to External Wholesalers, and provide timely and accurate updates to the CRM.
  • Develop and maintain investment and industry knowledge and serve as a subject matter expert on all products and services offered by Meeder Investment Management
  • Proficient in CRM and database systems.
Critical Success Factors
  • Have conviction in solutions that Meeder Investment Management provides and have a passion for the investment industry
  • Strong, proven background as an Internal Wholesaler working with financial products and services and have the ability to become a subject matter expert in all Meeder Investment Management product and service offerings.
  • Proven ability to effectively work with External Wholesalers in a partnership/supportive role through the sales cycle
  • Strong, proven presentation, communication, and phone skills
  • Proven consultative sales approach. Ability to listen to clients/prospects needs and help identify and provide solutions
  • Proven track record of consistently meeting or exceeding predetermined key objectives
  • Customer Focused
Technical Skills Required
  • Bachelors degree
  • FINRA Series 6, 7, or 65 preferred
  • Knowledge of CRM database preferred
  • Knowledge of Microsoft suite of products
  • 2-5 Years Financial Services Internal Wholesaling experience
  • Experience with Mutual Funds

 

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with Meeder Investment Management
(866) 633-3371
contact@meederinvestment.com
(866) 633-3371
contact@meederinvestment.com