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Future Standard
Philadelphia, Pennsylvania, United States
Source: Future Standard careers · View original posting
From Future Standard's posting. “We” and “our” refer to the employer.
The Internal Advisory Consultant (IAC/Internal Wholesaler) will be responsible for driving the sales of Future Standard’s products with Financial Advisors within an assigned region in the US, partnering with cross-functional teams to deliver client needs. As part of Sales and Distribution team, IACs are dedicated to increasing the sales and awareness of Future Standard’s products including mutual funds, REITs, and Interval Funds. The IACS accomplish this through telephone presentations, virtual meetings, and email correspondence.
This position, working collaboratively with other members of the team, is responsible for developing and implementing strategies to expand Future Standard’s coverage within the respective territory.
Initiate and proactively build relationships with financial advisors, divisional and regional representatives, research analysts and investment professionals through proactive telephone calls and contact follow up
Identify and pursue leads generated from extensive research, referrals, ad campaigns and regional canvassing. Consistently seeks referrals from top producer lists to find new advisor relationships
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