Manning & Napier

• Utilize consultative sales approach to identify needs, provide meaningful solutions and deliver superior service within the assigned region through in-person or virtual and telephone sales meetings to grow sales and market share to meet annual sales goal • Communicate investment strategies, performance, and portfolio positioning • Develop a deep understanding of practice management and expertise to improve the sales process and deepen relationships • Be able to market the variety of applicable investment options in particular the Alternative Investments offered with Callodine • Mentor and partner with the Internal Regional Consultant in managing and growing the territory • Attend industry conferences and make educational presentations about Manning & Napier and Callodine Group of Company’s product offerings and other topics of interest • Provide ongoing pro-service to third-party professionals and their clients • Participate in department/firm meetings, engage colleagues across different areas, lead working groups, share unique ideas, and participate in continuous mentoring • Follow Manning & Napier rules, policies, and procedures, including providing Management with appropriate sales/call and expense reports

• Utilize consultative sales approach to identify needs, provide meaningful solutions and deliver superior service within the assigned region through in-person or virtual and telephone sales meetings to grow sales and market share to meet annual sales goal • Communicate investment strategies, performance, and portfolio positioning • Develop a deep understanding of practice management and expertise to improve the sales process and deepen relationships • Be able to market the variety of applicable investment options in particular the Alternative Investments offered with Callodine • Mentor and partner with the Internal Regional Consultant in managing and growing the territory • Attend industry conferences and make educational presentations about Manning & Napier and Callodine Group of Company’s product offerings and other topics of interest • Provide ongoing pro-service to third-party professionals and their clients • Participate in department/firm meetings, engage colleagues across different areas, lead working groups, share unique ideas, and participate in continuous mentoring • Follow Manning & Napier rules, policies, and procedures, including providing Management with appropriate sales/call and expense reports

• Utilize consultative sales approach to identify needs, provide meaningful solutions and deliver superior service within the assigned region through in-person or virtual and telephone sales meetings to grow sales and market share to meet annual sales goal • Communicate investment strategies, performance, and portfolio positioning • Develop a deep understanding of practice management and expertise to improve the sales process and deepen relationships • Be able to market the variety of applicable investment options in particular the Alternative Investments offered with Callodine • Mentor and partner with the Internal Regional Consultant in managing and growing the territory • Attend industry conferences and make educational presentations about Manning & Napier and Callodine Group of Company’s product offerings and other topics of interest • Provide ongoing pro-service to third-party professionals and their clients • Participate in department/firm meetings, engage colleagues across different areas, lead working groups, share unique ideas, and participate in continuous mentoring • Follow Manning & Napier rules, policies, and procedures, including providing Management with appropriate sales/call and expense reports

Summary As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our current investment services include: retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice. You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals. This is a consultative sales role with an expectation to promote our advisory capabilities and investment solutions to grow our base over time. You will report to the Managing Director of Wealth Management. We are currently searching in all territories in the US. Responsibilities Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events Qualifications Bachelor’s degree or higher 5+ years’ relevant experience Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred A proven record of achieving new business a plus Perks Health, dental & vision insurance Employer HSA contribution Opt out credit 401k employer match Paid volunteer days Gym reimbursement Free access to a Workplace Financial Advisor Compensation: $75-150k base salary; additional incentive/commission-based compensation expected.