**Responsibilities:**

• Assists in all aspects of the sales process.

• Works with Senior Wholesalers to generate new business and increase sales.

• Communicates to Financial Advisors in other regions and introduce products both in person and by phone.

• Assists in case analysis and presentation.

• Assists in the creation of client proposals, investment policy statements, Mobius, Zephyr and Morningstar reports, etc. as needed.

• Assists in supporting marketing campaigns by organizing and implementing telephone calls and mailings.

• Responds to requests from Financial Advisors who need assistance in selling products.

• Performs other duties and responsibilities as assigned.

**Knowledge of:**

• The securities industry and products.

• Company’s working structure, policies, mission, and strategies.

• Advanced concepts, principles and practices of assigned functional area.

• B...