Education Bachelor%26rsquo;s degree and at least 2 years of quota-based sales experience demonstrating a background in cold calling, commissioned, full-cycle

…the ability to present regular investment updates to clients and associates.Successful sales history in the fiduciary planning and asset management business and

…as part of a team and outside * Basic computer skills * The associate will be required to understand and comply with specific instructions, guidelines, rules,

…checks; Maintain close coordination and teamwork with Production, Service and Sales to achieve service objectives and deliver outstanding customer service

…and initiates contact with multiple prospective customers. Keeps manager informed of sales progress and changes in the marketplace. Develops and maintains a network