• Building and maintaining relationships with financial advisors to generate assets • Assisting with educating financial advisors on product benefits through presentations • Developing and implementing wholesaling business plans for the territory • Presenting sales activities at weekly wholesaling meetings • Maintaining wholesaling activity logs and databases

• Responsible for building and maintaining relationships with financial advisors to generate assets within a specific territory. • Assists with educating financial advisors on the benefits of offered products and services for their clients through individual or group meetings presentations, including branch visits, seminars and conferences/trade shows. • Assists with developing and implementing wholesaling business plans for the territory to deliver on sales goals. • Presents sales activities at weekly wholesaling meetings. • Maintains wholesaling activity logs and or databases to create and maintain broker profile levels and data on current and proposed sales activity. • Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from referrals, ad campaigns and territory canvassing. • Manages expense account within allotted budget. • Performs other duties and responsibilities as assigned.

• Provide total financial leadership, direction and analysis to the functional management team. • Drive functional metrics and controlling costs to achieve business goals. • Facilitate cross-functional communication with other areas of the business including Finance, Human Resources, etc. • Participate in the preparation of the annual budget and review monthly expenditures. • Develop and support a strategic alliance with business partners.

• Work on departmental and strategic projects • Collaborate with project/product managers • Help more junior analysts • Balance your own workload • Present continuous improvement insights and recommendations to managers and leaders • Collaborate with cross-functional teams