Sales Development Associate- Atlanta, GA

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 websites, 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 roadshows, 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.

• Bachelors 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

• An equivalent combination of experience, education and/or training as approved by Human Resources

• SIE required provided that an exemption or grandfathering cannot be applied
• Series 7