> Collaborate with the sales team to support Financial Advisors across various investment solutions inclusive of Advisory solutions, Alternatives Investments, Annuities, and Insurance > Partner with sales and business to identify and distribute tactical and strategic client level opportunity lists, influencing client outcomes and product adoption > Support requests for specialized reporting, with the goal of delivering requested prospect and client support elements > Implement initial stages of book reviews, inclusive of evaluating existing investments > Maintain internal webpages that are relevant to the sales process, providing timely market driven updates to financial advisors > Proficiency in tools and topics needed to conduct daily business in Consulting Group, Alternatives Investments & Insured Solutions > Identify opportunities to achieve additional scale and drive efficiency related to the sales team mandate > Leverage CRM system, as applicable, to track process execution > Must hold a bachelor's degree, 3-5 years of financial services experience or related industry preferred > Stay organized, focused, and highly disciplined. Be able to keep track of simultaneous competing needs of product sales teams and execute on all necessary actions in a timely manner > Seek constructive feedback and coaching from both their onsite manager and sales partners > Establish, maintain, and support strong working relationships with product sales team. > Demonstrate accountability and a strong work ethic to promote confidence and trust in their work > Be authorized to work in India without durational restrictions > Successfully complete background check and pre-employment assessments > Bachelor's degree and 3-5 years of professional experience is required > Strong interpersonal, communication, analytical and organizational skills > Ability to multi-task and adjust calendars based off escalation of issues that arise > Excellent writing and proofreading abilities, with an emphasis on accuracy, spelling, punctuation, and grammar > Excellent time management and organizational skills that reflect an ability to prioritize and perform multiple tasks with attention to detail > Strong listening and communication skills suited for working collaboratively with a broad range of individuals and effectively interacting with colleagues both in the office and in remote locations, with external partners, and with clients > Proactive approach to problem-solving with strong decision-making capability > Ability to manage sensitive, complex, and confidential information > Strong knowledge of Microsoft Office (PowerPoint, Excel, Word) and administrative practices and procedures Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
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