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Osaic · 4 hours ago

Internal Advisory Consultant

St. Petersburg, FL

Full-time

Hybrid

Mid Level

$60K/yr - $70K/yr

3+ years exp

Osaic is a company focused on wealth management, and they are seeking an Internal Advisory Consultant to manage internal sales efforts for their Wealth Management Platform. The role involves partnering with Regional Consultants, educating advisors, and driving sales through effective communication and lead generation strategies.

Business DevelopmentFinancial ServicesWealth Management

No H1B

Responsibilities

Field platform related inquiries through the internal sales call queue. The scope of calls received is designed to be focused on platform knowledge development and sales-related topics (e.g. program and manager selection)

Leverage expansive platform knowledge to convert inquiries into sales opportunities

Execute a proactive lead generation strategy and conduct data analysis to identify sales opportunities in their region. Work in partnership with the Regional Consultant in order to drive sales, grow regional AUM, and support the retention of advisors

Consult advisors on the structure of their advisory businesses, adoption of the right programs for optimal productivity and efficiency, and selection of appropriate investment solutions across strategists and managers. Overcoming objections and changing advisor behavior are skills that are integral in this role

Educate and develop advisors to evolve and grow their businesses. Concepts outside of platform education and investments will include, but not limited to, client segmentation, outsourcing to strategists, adoption of financial planning, and fee setting

Engage advisors with non-advisory business models to convert advisor businesses to fees

Participate in call campaigns to highlight benefits of WMP, new enhancements, managers etc

Promote all national and regional field meetings related to WMP as well as corporate events such as national conferences and regional events. (Attendance at these events may be required)

All Interactions are expected to be logged in firm’s CRM system

All other duties as assigned

Qualification

FINRA Series 7FINRA Series 66Advisory support experienceLead qualificationFinancial services knowledgeExcel proficiencySales-focused personalityTenacityEnvestnetTime management skillsCommunication skills

Required

Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required

Minimum 3 years of experience in advisory support and/or sales

FINRA Series 7 and/or Series 66

Enthusiastic sales-focused personality - bold attitude regarding business development

Quick learner and ability to introduce a complex subject matter in clear articulate fashion

Experience in lead qualification, pre-call planning, scripting, and execution of call campaigns

Deep experience working directly with financial advisors

Comfortable, persistent, and gracious on the telephone

Ability to work independently with high level of organization and time management skills

Tenacity to make calls and generate desired outcomes

Proficient in Excel, including creation and maintenance of tracking spreadsheets

Knowledgeable on financial services and key wealth management concepts