Frontier Asset Management, L.L.C. · 10 hours ago
Regional Sales Consultant
Denver, CO
Full-time
Hybrid
Entry, Mid Level
$70K/yr - $90K/yrFrontier Asset Management, L.L.C. is seeking a Regional Sales Consultant to support their sales efforts. This role involves serving existing advisor clients, developing new relationships, and keeping up with market trends to add value in client interactions.
CrowdfundingVenture Capital
Hiring Manager
Cathy Pelissier, SHRM-CP
Responsibilities
Supporting the efforts of the firm’s Regional Directors
Communicating with existing or potential advisor clients as needed
Determining interest in Frontier’s services and providing information
Identifying prospective clients using the firm’s internal database as well as external sources
Providing follow up after sales meetings as well as conducting sales calls and presentations
Supporting the logistics of conference attendance by Frontier personnel
Maintain SalesForce database of current and prospective Advisors
1 week of travel a month
Commitment to continuing education
Qualification
Required
Bachelors degree
Demonstrate a customer service spirit
Strong organizational skills with the ability to manage multiple projects
Excellent written, oral and verbal communication
Strong computer skills including: SalesForce, Microsoft Office, Zoom
Strong financial services knowledge
Preferred
Desire to receive Series 65 and or CFP
Benefits
Paid Time Off
Paid holidays
Health, Dental, Vision and Life Insurance
401(k) with 4% Employer Match and current 4% Discretionary Contribution
Company
Frontier Asset Management, L.L.C.
Frontier Asset Management is an investment management company offering mutual fund investment services.
Founded in 2000
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase