Internal Consultant (Wholesaler)

Description

The Internal Consultant (Wholesaler) must possess excellent interpersonal skills, as the position requires constant interaction with co-workers and financial advisors. The successful candidate will have a working knowledge of the financial services industry and the existing processes to properly provide investment and practice management support to our advisor clients. Additionally, he or she must demonstrate a high level of daily proactiveness. The successful candidate must be a self-starter and team player.

Primary Responsibilities

• Partner with Regional (External) Consultant to manage territory to attain both sales and revenue goals.
• Conduct outreach (phone calls, emails, web-meetings) to financial advisors, including prospecting, scheduling, product information, and sales and marketing campaign calls.
• Articulate investment solutions and strategies and discuss financial markets (domestic and international).
• Identify and support sales opportunities and advisor needs, advance relationships, and introduce new concepts.
• Work with various departments/individuals within the organization to provide exceptional service and support to our Financial Advisors.
• Handle daily territory management tasks, including client prospecting, CRM management, servicing clients and expanding relationships by cross-selling appropriate products and/or services and serving as a point of contact for Meeder Funds, ensuring compliance with industry and legal regulations and best practices, and adherence to company processes and procedures.
  
  

Critical Success Factors

• Ability to thrive in a fast-paced environment.
• Demonstrates conviction in Meeder Investment Management solutions, investment approach, and a passion for the investment industry.
• Strong, proven background in business development working with financial products and services and the ability to become a subject matter expert in all Advisor Consulting product and service offerings.
• Ability to effectively work with Regional Consultants through the client sales and servicing cycle.
• Excellent presentation, communication, and phone skills in a virtual environment.
• Proven client-focused consultative sales approach, including the ability to listen to clients/prospects needs and help identify and present appropriate solutions.
• Ability to overcome objections.
• Demonstrate a strong ability to manage your responsibilities and the discipline to meet your goals.
  
  

Req Number BUS-26-00006

Position Requirements

• Bachelor’s degree in Finance, Business, or related field required.
• 3-4 years financial services industry preferred.
• FINRA Series 6 or 7 & 63 (or 66) and 65 preferred.
• Proficiency in Microsoft Office product suite.
  
  

About the Organization Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 125 professionals dedicated to serving the financial needs of financial advisors and their clients as well as government entities, with over $150 billion in assets under advisement.

Meeder's advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.

At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.

Visit www.meederinvestment.com for more. See Meeder's social media pages at https://linktr.ee/Meeder

• Assets Under Advisement consist of $63.82 billion of regulatory assets under management for which Meeder Investment Management's registered investment adviser affiliates provide continuous and regular investment management services as disclosed in their Form ADV and non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation but does not have the authority to effectuate transactions as of December 31, 2024.
  
  

EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over).