Advisor Experience Specialist

Work Arrangement - Hybrid within the Atlanta metro area As an Advisor Experience Specialist will work to develop, maintain, and deepen relationships with our Financial Advisor and TPA partners. To be successful in this role, you will be personable, detail-oriented and motivated by achieving and exceeding goals. In this role, you will be responsible for building strong relationships and engaging directly with leading retirement plan advisors and consultants, as well as home office and external business partners. Your skills will be crucial in supporting the sales process by successfully completing implementation paperwork and overseeing the implementation to ensure a positive and successful outcome for the financial advisor. Position Responsibilities: Supports and works as a key member of the sales teams to support the sales and implementation process and help grow the business Play a key role in building our sales pipeline and supporting sales with Financial Advisors. Collaborate with our National Accounts and Marketing teams to promote and follow up with our industry-wide conferences and events. As a brand ambassador, develop strong relationships with External and Internal Wholesalers, partnering to support external sales and marketing efforts Qualify advisors through gaining insight on their business model and composition of current clients Support new advisors through the sales and implementation process to drive successful outcomes and a positive experience Key Skills and Experiences: Professional Expertise. An ability to quickly form and maintain positive and productive relationships. An ability to learn the aspects of the job and understand the objectives of the position. Ability to adapt quickly and positively to change in the financial services industry. Excellent organizational and time-management skills; ability to optimally multitask and handle priorities effectively. Great teammate and collaborator. High standard of professionalism, ethics, confidentiality, and integrity. Strong desire for professional growth and development. Passionate about helping people. Excellent relationship building. Understanding of and passion for the sales process. Ability to handle multiple responsibilities simultaneously. Eager to learn. Self-motivated or Self-starter. Entrepreneurial. Strong phone/video presence. Organizational skills. Solid understanding of retirement plans and retirement plan advisory. Knowledge in using MS Office (Word, Powerpoint, Outlook, Teams), Zoom and an ability to learn and understand Salesforce Job Requirements: Bachelor's Degree required or equivalent financial services/sales related experience FINRA SIE, 6, 63 and state licensing is preferred, but not required. We do encourage obtaining the licenses and will support sponsoring and training you. Strong work ethic, high integrity, and strong values High degree of self-motivation to achieve success and grow with the team Consultative approach, delivering solutions, not products, to meet needs and get results Excellent listening skills with a natural inclination to focus on Advisor needs coupled with strong presentation and interpersonal skills A growth mindset, which is naturally drawn to opportunities, innovation, new value creation, and looks to continuously improve own capabilities. When you join our team: We’ll empower you to learn and grow the career you want. We’ll recognize and support you in a flexible environment where well-being and inclusion are As part of our global team, we’ll support you in shaping the future you want to see