- Initiating outbound calls to Registered Representatives to market and sell RS's Investment Products.
- Utilizing extensive industry knowledge and experience to achieve and surpass established sales goals.
- Developing and implementing a business plan and sales strategy with my Regional Vice President.
- Providing Registered Representatives with sales ideas, product information, industry research, hypothetical illustrations and other services.
- Expanding new contacts and sales sources within the Broker/Dealer community.
- Maintaining working knowledge of industry competitors, investment vehicles, financial markets and economic data.
- Maintaining representative tracking system by updating, correcting or recording information, as necessary.
- Greater Philadelphia Area, PA