About GAMMA
We are an independent, woman-owned investment manager and affiliated with RiverFront Investment Group and Baird through their strategic ownership in GAMMA. We believe culture is our differentiator and people are our greatest asset. We strive to create an environment where our associates are encouraged to learn from one another and perfect their skills in multiple areas to better serve clients. Our team consists of creative and driven individuals who are passionate about what they do and work together to achieve a unified goal of meeting the evolving needs of our financial advisor partners and their clients.

Objective
The Hybrid Sales Consultant serves as an integral part of GAMMA’s Sales & Marketing efforts. He/She is the primary relationship manager for servicing Financial Advisors, responsible for maximizing new asset sales, minimizing asset redemption, building new client relationships, managing existing relationships, promoting GAMMA’s solutions, and assisting with the marketing needs of our clients.  

Key Responsibilities

• Build a business plan to gather and retain assets by assisting Financial Advisors in the areas of product education, portfolio construction, practice management, etc. Identify and foster new lead generation and warm lead follow-up.
• Market, service and promote GAMMA’s product offerings; differentiating the advantages and disadvantages of each offering based on client profile.
• Plan and manage resources to maximize territory sales using firm data, travel zones, and prioritizing Financial Advisors.
• Cultivate and manage effective relationships with Financial Advisors with a mix of in-person meetings and phone/video connections.
• Lead impactful discussions with Financial Advisors on client’s risk tolerance, suitability, marketing, servicing and advantages of our product offerings.
• Collaborate with team members to create sales ideas, resolve issues, execute marketing initiatives, etc.
• Manage other projects in support of overall business goals and/or sales goals.

Requirements
A successful Hybrid Sales Consultant at GAMMA is passionate about serving Financial Advisors, accountable to him/herself and the entire team, open to sharing best practices, collaborative and seeks assistance when needed.

• Qualified candidate will have at least 3 years of asset management sales experience.
• Has satisfactory financial industry knowledge, preferably with a strong separately managed account background.
• Bachelor’s degree in Finance, Business, Economics or related field is preferred.
• Series 65 license preferred (the license is required within three months of start date).
• Enthusiastic team player and self-starter with ability to prioritize and work in a fast-paced environment.
• Demonstrated ability to communicate professionally with external contacts to the organization.
• Demonstrated ability to handle multiple tasks with little supervision (organizational skills). Results oriented.
• Proficiency with Microsoft Office products, including Excel, PowerPoint, Word, and Outlook.

Work Environment
The Hybrid Sales Consultant can work remotely from anywhere around the country.

Physical Demands
This role requires the ability to lift (up to 25 pounds), bend, stand, and move light furniture (i.e., re-arranging meeting rooms).  The role also requires walking, sitting, talking and hearing.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.