Investment Consultant

Naperville, IL 60563

Post Date: 12/15/2017 Industry: Financial Services

We are recruiting a dynamic Investment Consultant who will be responsible for creating an increased phone presence in an assigned region that complements the sales activities of that territory’s VP, an external Investment Consultant. This position is also responsible for developing strategies to better expand our client’s coverage within the respective territory.  Our client provides its associates a challenging environment with the opportunity for personal and professional growth. Generous salary, great sales team culture, fantastic benefits and free lunches.


  • Meets sales goals as defined by Sales and Distribution Management, using activities such as phone contacts, email, and conference calls.
  • Plans day and multi-tasks outbound calls, projects, campaigns and incoming calls.  Identifies and pursues leads generated from referrals, ad campaigns and region canvassing.
  • Learns, understands and is able to present all client strategies and products across multiple channels and platforms while keeping abreast of competing strategies and products.
  • Enhances and builds upon relationships through effective proactive telephone calls and contact follow-up, as well as handling specific questions and resolving account problems.
  • Logs all contacts each day as they are made in the CRM system, including: inbound/outbound calls, voicemails, email, literature, conference calls, etc.
  • Employs the use of third party databases such as Russell and Morningstar Direct, to help provide sales solutions to advisors. 
  • Consistently works to deepen existing relationships with financial advisors, divisional and regional representatives, and analysts to increase both our value added support to them and their sales to our client.
  • Uses all available lists for contacting advisors and continually reaches out to advisors to cross-sell the strategies they are not currently using.
  • Consistently asks for referrals or prospect off of top producer lists to find new advisor relationships.
  • Maintains database for accurate and current information on advisors and branch networks.
  • Performs related duties as assigned.


  • Bachelor’s degree is required in business or other related discipline.
  • 3 to 5 years of work experience in the Financial Services industry required.
  • FINRA Series 7 & (63/65 or 66) required.
  • Must be able to perform heavy phone work daily.
  • Must have outstanding written and verbal communication skills, superior sales skills and an excellent client service aptitude and attitude.
  • Must be able to work well in a team environment with the ability to learn new tasks quickly.
  • PC Skills in Microsoft Excel, Word and sales database applications

Generous salary, great sales team culture, fantastic benefits and free lunches.

Linda Nicholls

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