Effective oral and written communication skills, as well as the presentation and interpersonal skills needed to successfully interact with prospects, clients, financial professionals, and other associates.Bachelor’s degree in Business, Marketing, Finance, or related field preferred.Work closely with marketing team to help develop messaging for further investor outreach.Organize and collaborate with Asset Management, Marketing, and Legal teams to create webinars for investors, always adhering to Federal and State laws and regulations.Provide an exceptional client experience to our investors through email, phone, and video channels as the main point of contact for our investors throughout the entire investment process.Build Strong Relationships with our investors as well as our diverse group of associates focused on exceeding our clients’ expectations.Facilitate the timely execution of investor follow up and outreach.Work with financial planning software to build investor profiles and create comprehensive investor presentations via PowerPoint modeling Roth Conversion strategy outcomes.Place outbound calls to new internal investor leads from strong referral base.Maintain comprehensive knowledge of all services and products.We are looking for someone who can quickly embody the brand, team culture and “hit the ground running.” However, you are coming in with a strong skillset and simply applying it to this role. We understand that there is a transitional learning period. The ideal candidate should be able to learn quickly. You are honest, proactive and enjoy bringing fresh ideas to better develop these relationships. You enjoy being nimble and adaptable as company needs arise, and lend your unique skill set to other teams to continue to drive the growth of the company. You are well educated, presentable, and polished. This role requires a professional demeanor, strong work ethic and exceptional customer service. Your personality bodes well for networking, and you are a motivated, savvy individual who can hunt for new investor opportunities. You can eloquently present information in person or virtually and speak well to high-net-worth individuals. The ideal candidate can articulate, explain, and educate others to understand new information and has an extensive sales background. You have a customer service mindset and strive to deliver. We are looking for individuals who value building and maintaining relationships. Our business model is centered around integrating all the companies within our portfolio to provide a comprehensive approach to tax strategies, financial planning, and investment diversification. Mid Atlantic Financial LLC is the parent company of numerous entities that specialize in a niche market that deals with insurance linked assets. This is an exceptional opportunity for the right person with income opportunities between $200,000 and $400,000 including a full benefits package. Mid- Atlantic Financial is looking for an experienced sales professional to join the Roth Right team of financial consultants.
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