Job Description
**Responsibilities**
+ Initiatesoutboundsalescallsandrespondstoincomingcallsandinquiries,includingfollow-up,sending out materials and obtaining and evaluating backgroundinformation.
+ Participatesinprofessionalorganizationsandactivitiestoexpandnetworkofbusinesscontacts.
+ Establishes and maintains a prospectdatabase.
+ Worksindependentlyinsourcinganddevelopingnewclientrelationshipstoenablefinancialadvisorsto meet salesgoals.
+ Assistsindevelopingproductorientedpositioningdocuments,productprofiles,competitiveanalysisand othercontentforwebsites,marketingmaterialsandseminars.
+ Gathers,analyzes,interpretsanddistributesinformationonsalestrends,productdemandand marketing strategies for assignedproducts.
+ Supportsmarketingprogramsandassistsothersindevelopingaclear,compellinganddifferentiated message and position for assignedproducts.
+ Participatesinadvisorandclientseminars,productroadshows,branchpresentations,conferencecalls, pointofsalesupport,andothersalesfu...
+ Initiatesoutboundsalescallsandrespondstoincomingcallsandinquiries,includingfollow-up,sending out materials and obtaining and evaluating backgroundinformation.
+ Participatesinprofessionalorganizationsandactivitiestoexpandnetworkofbusinesscontacts.
+ Establishes and maintains a prospectdatabase.
+ Worksindependentlyinsourcinganddevelopingnewclientrelationshipstoenablefinancialadvisorsto meet salesgoals.
+ Assistsindevelopingproductorientedpositioningdocuments,productprofiles,competitiveanalysisand othercontentforwebsites,marketingmaterialsandseminars.
+ Gathers,analyzes,interpretsanddistributesinformationonsalestrends,productdemandand marketing strategies for assignedproducts.
+ Supportsmarketingprogramsandassistsothersindevelopingaclear,compellinganddifferentiated message and position for assignedproducts.
+ Participatesinadvisorandclientseminars,productroadshows,branchpresentations,conferencecalls, pointofsalesupport,andothersalesfu...
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Submit ApplicationJob Details
- Location Bethesda, MD
- Job Type Full-time
- Category other-general
- Posted Date June 30, 2026
- Application Deadline July 06, 2026