Client Relationship Consultant - Merrill Edge Outbound Sales (Lincoln, RI)
Company Name:
Bank of America
Description:
Position Description:
As a Merrill Edge Client Relationship Team Investment Consultant, you will be responsible for handling warm leads via inbound sales calls and reaching out to the existing client base. It is expected that the associate will be able to transition these calls into a consultative conversations in order to assist with identifying underlying needs the client may have and to deepen relationships. The primary goal of the team is to gather outside assets and to open new accounts for existing clients by successfully highlighting Merrill Edge's value proposition.
Responsibilities:
Articulate the competitive advantage of product offerings and deliver Merrill Edge value proposition through consultative conversations
Understand and proactively identify opportunities for additional business from existing clients
Demonstrate a passion for driving sales and being self-motivated
Identify referral opportunities for various internal partners
Accountable for defined and measured goals including sales activity, client surveys, quality assurance, productivity, and driving efficiencies
Responsible for having a broad knowledge of products and services throughout the enterprise and educating clients on Merrill Edge's capabilities
Align with client's conversation style to drive better engagement and optimal experience
Develop business partner relationships and maintain a high level of integrity and comply with the Guidelines for Business conduct as stated by Merrill Edge
Enterprise Role Overview:
Investment Consultants are phone-based licensed representatives that provide prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and savings needs. Investment Consultants demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill Lynch and Bank of America products and services where appropriate. Licensing requirements are as follows: Series 7, 66 or their equivalent. This position may be subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. If your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Qualifications:
Series 7 required. Series 66 or 63/65 strongly preferred. If Series 66 or 63/65 is not currently held, Series 66 must be obtained within 120 days
Ability to have need based conversations and prior sales experience, preferably investment related
Superior customer service skills
Excellent verbal and written communication skills required
Strong analytical, technical skills, and organizational skills
Detail oriented with excellent follow-up skills
Ability to perform and manage multiple tasks in a growth environment that is experiencing constant change
Problem solving skills and the ability to cleary articulate responses and solutions
Must be able to work independently and be a team player to achieve team goals
Strong investment product and industry knowledgeEstimated Salary: $20 to $28 per hour based on qualifications.
Bank of America
Description:
Position Description:
As a Merrill Edge Client Relationship Team Investment Consultant, you will be responsible for handling warm leads via inbound sales calls and reaching out to the existing client base. It is expected that the associate will be able to transition these calls into a consultative conversations in order to assist with identifying underlying needs the client may have and to deepen relationships. The primary goal of the team is to gather outside assets and to open new accounts for existing clients by successfully highlighting Merrill Edge's value proposition.
Responsibilities:
Articulate the competitive advantage of product offerings and deliver Merrill Edge value proposition through consultative conversations
Understand and proactively identify opportunities for additional business from existing clients
Demonstrate a passion for driving sales and being self-motivated
Identify referral opportunities for various internal partners
Accountable for defined and measured goals including sales activity, client surveys, quality assurance, productivity, and driving efficiencies
Responsible for having a broad knowledge of products and services throughout the enterprise and educating clients on Merrill Edge's capabilities
Align with client's conversation style to drive better engagement and optimal experience
Develop business partner relationships and maintain a high level of integrity and comply with the Guidelines for Business conduct as stated by Merrill Edge
Enterprise Role Overview:
Investment Consultants are phone-based licensed representatives that provide prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and savings needs. Investment Consultants demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill Lynch and Bank of America products and services where appropriate. Licensing requirements are as follows: Series 7, 66 or their equivalent. This position may be subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. If your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Qualifications:
Series 7 required. Series 66 or 63/65 strongly preferred. If Series 66 or 63/65 is not currently held, Series 66 must be obtained within 120 days
Ability to have need based conversations and prior sales experience, preferably investment related
Superior customer service skills
Excellent verbal and written communication skills required
Strong analytical, technical skills, and organizational skills
Detail oriented with excellent follow-up skills
Ability to perform and manage multiple tasks in a growth environment that is experiencing constant change
Problem solving skills and the ability to cleary articulate responses and solutions
Must be able to work independently and be a team player to achieve team goals
Strong investment product and industry knowledgeEstimated Salary: $20 to $28 per hour based on qualifications.
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