Account Manager - Field Sales
September 20
Description
• Responsible for generating sales and building relationships in a defined geographic territory. • Manage relationships across a broad set of financial advisors. • Drive sales with financial advisor clients to achieve and surpass sales goals.
Requirements
• Bachelor's Degree required • Excellent communication skills • Series 7 and 63 licenses required • Direct experience in the Raleigh-Durham/Greensboro, NC areas preferred • Minimum of 5 years in an external client-facing role • CFP, CFA and/or MBA a plus
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