Internal Sales Associate - Wealth Management

COMPANY OVERVIEW
•UVEST Financial Services, headquartered in Charlotte, NC, is the premiere provider of third-party brokerage, insurance, trust, cash management, and mortgage services focused on the bank and credit union marketplace. UVEST’s goal is to consistently deliver a broad scope of competitive products and services in a consultative environment. UVEST is dedicated to providing quality investment program solutions through proven program management, product expertise, advanced technology, and superior customer service support.

•UVEST’s employees continually evolve in a fast-paced and exciting work environment where there is a commitment to excellence. We aggressively seek talented, enthusiastic individuals who possess strong business acumen. At UVEST, success is measured by results, not activity.

ROLE & RESPONSIBILITIES
•The Wealth Management Sales Specialist will be responsible for driving sales of the UVEST suite of wealth management products including but not limited to all fee-based investment products. This suite of products includes Consultative Brokerage Products, Mutual Fund Wrap Products, and Separately Managed Accounts.

•The Wealth Management Sales Specialist will be based in UVEST’s corporate headquarters in Charlotte, NC. The Sales Specialist will directly report to the Manager of Internal Sales.

Sales Specialist Responsibilities

•Provide service and internal sales support to our Financial Consultants including product consultation, illustrations, sales ideas, etc. for our fee-based product suite.
•Proactively drive fee-based product sales through outbound calls to Financial Consultants.
•Enroll UVEST Financial Consultants and Program Managers in the value and necessity of including fee-based investment products and services as a permanent and integral part of their business.
•Train and educate FC’s on specific fee-based and wealth management products.
•Build investment proposals and sales presentations.
•Participate in client sales calls.
•Contribute to the design, development and delivery of marketing and productivity campaigns.
•Assist in the coordination and management of sales and coaching activities of fee-based product partners.
•Successfully leverage other UVEST teams to help generate sale of fee-based investment products.
•Assist Manager of Trust Services in Para planning, utilizing Morningstar and Naviplan.
•Assist the Wealth Management Group in all marketing, sales and training events.
REQUIREMENTS
REQUIREMENTS & SKILLS
The ideal candidate for this opportunity will:

•Have a proven track record in the sale and distribution of fee-based investment products and services or similar products.
•Be able to actively manage and execute outbound phone calling campaigns.
•Possess superior knowledge of fee-based investment products.
•Possess superior knowledge of the retail sales process that FC’s must employ to successfully sell wealth management products and be able to coach FC’s on the execution of that sales process.
•Possess knowledge of the financial planning process.
•Be an outstanding communicator – oral and written.
•Be a skillful public speaker.
•Be passionately committed to delivery of extraordinary customer service.
•Be a consummate team player.
•Knowledge or experience in the Bank Distribution of Investment and Insurance products is a plus.

QUALIFICATIONS
•A 4 year college degree or commensurate experience.
•3 to 5 years industry experience with specific experience with fee-based investment products.
•Experience in investment brokerage, bank based investment or insurance services a plus.
•Series 7 and 65 or 66 required.
•Successful candidate will be subject to full background investigation will be expected to provide 3 or more references including both business and personal acquaintances.

BENEFITS
•To help you succeed, UVEST offers excellent salaries and a full benefits package, including medical, dental and 401(k) programs.
•Compensation will include a base salary plus incentive compensation based on product sales.
•Related business expenses will be provided by UVEST.
•Position is located in Charlotte, North Carolina.

TO APPLY:
•Forward resume of qualifications, including salary requirements, in confidence to:

Jennifer Santangelo, Manager of Internal Sales
UVEST Wealth Management Group
200 South College Street (21st Floor)
Charlotte, NC 28202

Or, Email resumes as an attachment in a Microsoft Word format to:

[Click here for email]

UVEST is an Equal Opportunity Employer