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Clark Capital Management Group · 1 day ago

Associate Relationship Manager

United States

Full-time

Remote

Entry, Mid Level

Clark Capital Management Group is seeking a motivated individual to support the external sales team in building relationships with financial advisors. The role involves managing territory, conducting sales calls, and collaborating with internal teams to provide exceptional service while achieving sales goals.

Financial ServicesInsurance

Growth Opportunities

Responsibilities

Manage territory with external Investment Consultant to attain both sales and revenue goals

Conduct consultative, relationship-building sales calls by phone with financial advisors

Develop and execute sales plan strategies with members of both external & internal sales teams

Articulate investment solution strategies and discuss financial markets (domestic and international)

Identify sales opportunities and advisor needs, advance relationships and introduce new concepts

Analyze regional/product sales trends within partner firms and among individual financial advisors

Work with various departments/individuals within the organization to provide exceptional service to our financial advisors

Handle daily territory management tasks to ensure maximum business efficiency, e.g. update and maintain CRM, provide supplemental scheduling

Ensure compliance with industry and legal regulations and best practices, and adherence to company processes and procedures

Performs other duties as required

Qualification

Financial markets knowledgeConsultative sales skillsCRM managementSeries 7 certificationFinancial services experienceAdaptability to technologyCommunication skillsInterpersonal skillsWork ethic

Required

Proven organizational and sales skills

Self-starter who is comfortable managing complex and evolving situations

Team player

Resourceful and selfless in the execution of all tasks