Internal Advisor Consultant
- First Eagle Investment Management, LLC
- New York
- 6mo ago
- Full-Time
- On-site
Who we are looking for:
First Eagle is seeking a highly motivated Internal Advisor Consultant who excels in relationship-building and has an in-depth knowledge of the financial services industry. This hire will partner with an Advisor Consultant(s) to provide relevant and timely solutions with the #1 priority to benefit clients’ investment portfolios.
What you will do:
Work in partnership with the Advisor Consultants to create and maintain existing client relationships within a specified territory to maximize sales goals
Reach out to advisors directly via phone and email communication to proactively engage, assess, and offer solutions
Develop and implement a sales plan to capture available opportunities in the most efficient and cost-effective manner
Thoroughly learn, understand, and present all focus products and value-added pieces to prospective clients
Maintain impeccable follow-up with prospects to establish rapport, sustain interest, and manage relationships
Assess the needs of each client by asking specific, high impact questions to adequately position the appropriate fund that meets those needs
Profile advisors on how to help them grow their book of business
Deliver sales literature, collateral, hypotheticals, and sales ideas to effectively facilitate sales processes and enhance advisor relationships
Maintain constant and open communication with externals with the help of logging activities daily into the firm CRM
Remain laser-focused on sales goals through the means of scheduling, follow-ups, thank you for the business correspondence and prospecting
The qualities you should have:
Candidates MUST have their Series 7 and 63 FINRA licenses
Undergraduate Degree, preferably in business, economics, or finance
1-2 years of experience in the financial services industry
Strong communication skills, focus and perseverance
Excellent interpersonal skills, as well as a team player
Daily attitude of gratitude, humility, and respect for yourself, peers and the firm
Exemplary planning and organizational skills
Knowledge of financial markets and basic economic principles
We value our people and offer a broad range of benefits. We provide generous paid time-off, medical/dental/vision healthcare plans, 401(k) retirement and profit-sharing plans, a flexible/hybrid work environment, “dress for the day” flexible work attire, and many more great benefits. For more information, please refer to our First Eagle Benefits website.
First Eagle Investments and their affiliates and subsidiaries, including First Eagle Alternative Credit and Napier Park Global Capital, is an Equal Opportunity Employer. Equal Employment Opportunity has been, and will continue to be, a fundamental principle at First Eagle, where employment is based upon personal capabilities and qualifications without regard to race, color, religious belief, including dress and grooming practices, sex, sexual orientation, gender identity, gender expression, age, national origin, marital status, citizenship, disability, veteran status, pregnancy, breastfeeding or medical conditions related to breastfeeding, status as a victim of domestic violence, sexual assault, or stalking, or any other basis protected by applicable federal, state or local law, genetic information or characteristics (or those of a family member), or any other protected characteristic as established by law.