Structured Investments Distribution - Analyst

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New York, New York, United States Full-time Posted 30+ days ago

Responsibilities * Conduct calls to set appointments for licensed sales professionals. * Learn the company products and prepare to effectively communicate the objectives, risks, features, and benefits of these products. * Analyze regional and product sales trends within participating broker-dealer firms and among individual Financial Advisors. * Make 50+ outbound calls per day. * Learn financial markets and portfolio strategies. * Assist senior sales professionals within assigned territory. * Effectively partner with the external wholesaler and the regional distribution team. *…

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