Magis Capital Partners · 1 week ago
Financial Desk Advisor Consultant - FIDx Markets
Berwyn, PA
Full-time
Hybrid
New Grad, Entry, Mid Level
$50K/yr - $95K/yr
0+ years expMagis Capital Partners is looking for an Advisor Consultant to join their FIDx Desk team. The role involves supporting Broker Dealer, FIDx Markets, by focusing on advisor adoption and growth, creating sales pipelines, and coordinating sales activities with Carrier partners and Envestnet.
AdviceConsultingFinancial Services
No H1B
Responsibilities
Serve as the main point of contact for Registered Investment Advisors
Develop and execute a regional sales strategy that aligns with the company's overall sales objectives. Identify target markets, develop a sales pipeline, and establish sales goals
Monitor and analyze metrics to identify areas for improvement and develop strategies to address them
Update and manage Salesforce database to reflect accurate client information and interaction
Handle inbound phone calls and emails in a timely manner
Follow phone scripts and use knowledge of FIDx Desk’s products and services to go off-script when necessary
Identify customer needs, research issues, resolve complaints, and provide solutions
Partners with marketing on the creation of communication materials. Use critical reading and editing skills to ensure materials produced further the development of the FIDx Desk brand
Data and metrics tracking: tracks/reports key deliverables and dates across organization. Escalates issues or roadblocks as they arise
Calendar management: sets the calendar with daily ownership of itinerary, including meeting deliverables, communications, or follow through
Support the client sales engagements throughout the entire sales cycle (outreach, meeting coordination, platform technology demonstrations, sales presentations and overall service and support.)
Be Agent of record on individual annuity policies and work with IARs and advisors to recommend suitable products for the end customer
Overseeing the sales process including coordination of FIDx and Carrier subject matter experts
Supporting, outbound sales campaigns, thought leadership events, press releases and sales communications
Representing FIDx Desk at industry conferences and partner firm regional events
Maintain relationships with distribution firm regional leadership, carrier wholesalers within their territories and the Envestnet advisory sales team
Qualification
Required
Bachelor's degree in business, Finance, or related field
Experience working in a relevant financial product sales environment, preferably selling in the RIA/Family Office/Bank Trust channel (0-3+yrs preferred)
The ability to obtain all necessary licenses within a specified period of time is required and a condition of employment
The candidate must have excellent communication, presentation, and organizational skills
Ability to multi-task and meet deadlines
Technology aptitude with willingness to learn and excel at demonstrating technology capabilities
Excellent teamwork and partnering skills to collaborate with a broad range of internal and external partners
Excellent Phone presentation skills
Solid understanding of sales and marketing concepts, including lead management processes, customer lifecycle, lead nurturing, and enterprise client management
Strong traits and experience in building trusting relationships and rapport with customers and ability to identify new needs from satisfied customers to create future opportunities
Preferred
SIE, Series 6, 63/66 and insurance license preferred
Knowledge of investment management, insurance, and wealth management industry is preferred
Benefits
Medical
Dental
Vision
Life Insurance
Parental Leave
Short-term disability
401k Match
Vacation, Sick & Holiday paid time off
Employee Assistance Program
Discounts on Pet Insurance
Company
Magis Capital Partners
Magis Capital Partners specializes in financial advisory services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
James Sopha
Partner
Recent News
Philadelphia Business Journal
2025-01-23
Company data provided by crunchbase