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From TIAA’s original posting
The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sales, cross sell advisors and convert prospects to clients. The Internal Advisor Consultant is responsible for meeting daily outbound call goals, email correspondences and advisor follow ups. In this role, the IAC stays current with portfolio and industry developments and masters all company product and service solutions. Key Responsibilities and Duties • Partners with Advisor Consultant(s) to develop consultative relationships with Financial Advisors, branch office managers and sales managers, and to grow market share of company products with the assigned territory. • Partners and coordinates with Advisor Consultant on developing business and territory management plans. • Initiates outbound calls, email and engages in web conferences with top clients and prospects to market, educate and promote the company suite of products. • Profiles advisors and maintains a solid understanding of the company sales process. • Manages the team's pipeline and leads weekly calls to…
Open full posting on TIAA’s site