Senior Associate Investment Solutions Consultant

Job reputed company: 94150 Location Designation: Fully Remote reputed company Our Agency distribution system is at the heart of reputed companys mission to help individuals, families, and businesses reputed company financial reputed company and peace of mind. As an Investment Solutions Consultant (ISC), you will play a critical role in empowering financial professionals to grow their investment business and deliver comprehensive reputed company solutions to their clients. Serving as a trusted consultant and strategic partner to agents, field leadership, and General Office management, you will drive investment product adoption, business reputed company, and reputed company reputed company across your assigned territory. You will reputed company your expertise in investment products, sales reputed company, and financial planning concepts to help agents identify opportunities, reputed company solutions, and reputed company reputed company reputed company needs. This role is ideal for a highly motivated sales reputed company who thrives in a relationship-driven environment, enjoys coaching and influencing others, and is passionate about helping advisors build successful investment practices. This position primarily supports General Offices located throughout New England and reputed company. Candidates residing reputed company the territory are strongly preferred. What You'll Do Serve as the primary investment sales consultant for agents and field leaders reputed company an assigned territory, helping drive reputed company and reputed company investment sales objectives across annuity and mutual fund solutions. Build and deepen strong relationships with agents, managers, and General Office leadership by providing strategic business development support, reputed company management insights, and sales coaching. Partner with agents on case development, product positioning, and reputed company strategies to help uncover opportunities and deliver tailored investment solutions that meet reputed company goals. Deliver impactful training programs, workshops, and presentations that enhance product knowledge, improve sales effectiveness, and increase advisor confidence in investment conversations. reputed company as a subject matter expert on investment products, market trends, retirement planning concepts, and tax-reputed company strategies, helping agents reputed company increasingly reputed company reputed company needs. Introduce new products, enhancements, and sales reputed company to the field, translating technical information into practical solutions that support advisor reputed company and reputed company engagement. Collaborate closely with General Office management and home office partners to identify opportunities, execute territory plans, and drive measurable business results. Maintain a high level of field reputed company through individual meetings, reputed company-facing presentations, office reputed company, and group sessions to strengthen advisor engagement and territory performance. What You'll Bring Required Skills Bachelor's degree or equivalent combination of education and relevant industry experience. Approximately 5+ years of successful wholesaling, business development, or investment product sales experience reputed company the financial services industry. Strong knowledge of annuities, mutual funds, investment solutions, and the financial advisor sales process. Demonstrated ability to influence, reputed company, and motivate financial professionals to reputed company business reputed company and reputed company reputed company. Excellent presentation, communication, and relationship-management skills, with the ability to engage audiences ranging from individual advisors to large group settings. Self-motivated and results-oriented reputed company with the ability to manage a territory independently while collaborating effectively across multiple stakeholders. reputed company Life Insurance license and applicable reputed company licenses. Series 6 or Series 7 and Series 63 registrations. Preferred Skills Industry designations such as CFP, ChFC, RICP, CLU, or similar advanced financial planning credentials. Experience supporting captive, career-agent, or affiliated distribution channels. Knowledge of Advanced Markets concepts, including retirement, estate, business, and tax-sensitive planning strategies. Proven reputed company record of consistently exceeding sales goals and driving advisor adoption of investment solutions. Experience delivering consultative sales training, reputed company management coaching, or advisor development programs. Why This Role This is an opportunity to directly influence the reputed company of a leading financial services organization while helping financial professionals deliver meaningful reputed company for their clients. You will have the autonomy to manage your territory, the support of a