Swan Global Investments
Consultant, Advisors Client Services
Swan Global Investments - Durango
Work at Swan Global Investments
Overview
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Overview
Swan Global Investments is an innovative, boutique asset manager specializing in options strategies for long-term investors seeking growth, income, and risk management since 1997. The firm was founded with an entrepreneurial spirit and is dedicated to offering advisors differentiated options-based solutions.
We are seeking a highly motivated and skilled Advisor Consultant to join our team at Swan Global Investments. As an Advisor Consultant, you will be responsible for driving sales growth through developing and maintaining relationships with financial advisors and other investment professionals. You will also be responsible for providing exceptional customer service and ensuring customer satisfaction.
Proactively contact financial advisors and investment professionals to introduce Swan’s hedged equity investment solutions and services
· Provide investment solutions information and education to financial advisors and investment professionals through phone, video, and email communication
· Understand and effectively communicate the features, benefits, and competitive advantages of Swan’s hedged equity investment solutions
· Build and maintain strong relationships with financial advisors and investment professionals to drive sales growth and customer loyalty
· Work collaboratively with other departments, including marketing, operations, and portfolio management, to ensure a seamless customer experience
· Meet or exceed activity and sales targets and performance metrics consistently
· Intimately understand and be capable of articulating ALL of the Swan investment solutions and how we help advisors build their business and retain their clients’ assets
· Know each Swan product’s availability across custodian and broker-dealer platforms and where to find this information
· Understand when to utilize Swan Portfolio Managers to strengthen an advisor client’s understanding of Swan’s DRS products and solutions
· Diligently and without exception use Hubspot to manage and track customer interactions and sales activity
Bachelor’s degree in finance, economics, or related field
· Strong knowledge of investment products, including mutual funds, ETFs, and separately managed accounts
· Familiarity with investment products and the financial services industry
· Proficiency with Hubspot CRM or similar customer relationship management system
· Client relationship training and techniques
· FINRA Registrations (7, 63 and 65, or 66)
· Paid vacation and holidays
· Health, dental, and vision insurance partially paid by employer
· Cell phone
If you are passionate about sales and building relationships in the financial services industry, we would love to hear from you and invite you to apply for this exciting opportunity.
We are seeking a highly motivated and skilled Advisor Consultant to join our team at Swan Global Investments. As an Advisor Consultant, you will be responsible for driving sales growth through developing and maintaining relationships with financial advisors and other investment professionals. You will also be responsible for providing exceptional customer service and ensuring customer satisfaction.
Proactively contact financial advisors and investment professionals to introduce Swan’s hedged equity investment solutions and services
· Provide investment solutions information and education to financial advisors and investment professionals through phone, video, and email communication
· Understand and effectively communicate the features, benefits, and competitive advantages of Swan’s hedged equity investment solutions
· Build and maintain strong relationships with financial advisors and investment professionals to drive sales growth and customer loyalty
· Work collaboratively with other departments, including marketing, operations, and portfolio management, to ensure a seamless customer experience
· Meet or exceed activity and sales targets and performance metrics consistently
· Intimately understand and be capable of articulating ALL of the Swan investment solutions and how we help advisors build their business and retain their clients’ assets
· Know each Swan product’s availability across custodian and broker-dealer platforms and where to find this information
· Understand when to utilize Swan Portfolio Managers to strengthen an advisor client’s understanding of Swan’s DRS products and solutions
· Diligently and without exception use Hubspot to manage and track customer interactions and sales activity
Bachelor’s degree in finance, economics, or related field
· Strong knowledge of investment products, including mutual funds, ETFs, and separately managed accounts
· Familiarity with investment products and the financial services industry
· Proficiency with Hubspot CRM or similar customer relationship management system
· Client relationship training and techniques
· FINRA Registrations (7, 63 and 65, or 66)
· Paid vacation and holidays
· Health, dental, and vision insurance partially paid by employer
· Cell phone
If you are passionate about sales and building relationships in the financial services industry, we would love to hear from you and invite you to apply for this exciting opportunity.