Sales Development Associate- Atlanta, GA

** Responsibilities*
* + Initiatesoutboundsalescallsandrespondstoincomingcallsandinquiries,including follow-up,sending out materials and obtaining and evaluating backgroundinformation.

+ Participatesinprofessionalorganizationsandactivitiestoexpandnetworkofbusinesscontacts.

+ Establishes and maintains a prospectdatabase.

+ Worksindependentlyinsourcinganddevelopingnewclientrelationshipstoenablefinancialadvisorsto meet sales goals.

+ Assistsindevelopingproductorientedpositioningdocuments,productprofiles,competitiveanalysisand othercontentforwebsites,marketingmaterialsandseminars.

+ Gathers,analyzes,interpretsanddistributesinformationonsalestrends,productdemandand marketing strategies for assigned products.

+ Supportsmarketingprogramsandassistsothersindevelopingaclear,compellinganddifferentiated message and position for assigned products.

+ Participatesinadvisorandclientseminars,productroadshows,branchpresentations,conference calls, pointofsalesupport,andothersalesfunctionsonbehalfofthefinancialadvisors.

+ Executesbusinessdevelopmentstrategiesonbehalfofthebranch.

+ Gathersinformationanddataonprospectstobeusedinthesalesprocess.

+ Follows-upwithfinancialadvisorstoensurehighqualityservicedelivery.

+ Performs other duties and responsibilities as assigned.

** 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 of experience, education and/or training as approved by Human Resources

** Licenses*
* + SIE required provided that an exemption or grandfatheringcannot beapplied

+ Series7