Inside Sales Representative

Key responsibilities

• Support business development initiatives through proactive inside-sales activity and consistent outreach to financial advisors
• Prospect and identify new advisor opportunities; qualify leads, schedule meetings, and coordinate next steps with the District Vice President
• Conduct timely follow-up calls after all sales meetings to maintain momentum and advance pipeline opportunities
• Respond promptly to advisor inquiries related to product information, fund performance, processes, and required documentation
• Prepare and distribute product information, sales materials, presentations, and territory reporting as needed
• Partner with investment advisors by providing up-to-date portfolio insights, market information, and relevant marketing ideas
• Work collaboratively with the sales team to organize meetings, advisor events, webinars, and targeted campaigns
• Leverage available tools, CRM systems, re...