Investment Sales Support Senior Specialist
Milwaukeeonsitesenior$77K – $116K
Posted 1w ago · via Workday
About this role
Summary: The Sales Support Investment Senior Specialist plays a pivotal role as a sales coach for field advisors and educates on case consultations while continuing to develop expertise. The role supports all aspects of a sale, from proper financial planning to appropriate product selection, while considering the prospect’s circumstances, current owned products, IRS Code and Treasury Regulations, product features and limitations, and product competition. Focus Areas: This role provides expertise spanning Annuity Products, and potentially Brokerage Products and Advisory Products, with guidance on financial planning areas across qualified and non-qualified markets.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
2
Level fit
This role is senior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Milwaukee. We weight your proximity and willingness to relocate.
Score yourself on this role.
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Skills in this role
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teams
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