Position Description:

Pay is Base + Commission - Base pay is $54,000-$62,000 per year and Target Commission is $20,000-$30,000 per year.

The Advisory Specialist is primarily responsible for developing new business leads and supporting existing client relationships in their assigned territory. As a member of Horizon's Advisor-facing sales team, the Advisory Specialist is partnered with a Regional Director and together they work to expand Horizon's market share. The Advisory Specialist must have a strong knowledge of Horizon's investment solutions and global market trends in order to identify and reach out to potential business leads and provide consultative support to prospective and existing clients.

Responsibilities:

Prospects to uncover new business leads through proactive call and email campaigns
Creates and executes on targeted campaigns designed to appeal to Financial Advisors current business needs
Schedules and runs virtual meetings with Financial Advisors in their assigned territory
Drives interest and adoption of Horizon's online advisor prosite with Financial Advisors
Engages with Centers of Influence to uncover new opportunities and increase Horizon's awareness
Supports current clients through conducting model reviews and offering value adds
Performs a territory analysis with their Regional Director to identify new areas of opportunity and where they are at to plan
Drives attendance to Horizon events
Owns and executes on the follow up process for Event Leads in their territory
Acts as a liaison between Financial Advisors and Horizon's Investment Management team
Stays informed of domestic and global market trends
Achieves a strong understanding of marketplace competitors and complementary product suites
Tracks and reports activity through the CRM
Exemplifies the Sales Team standards and Horizon's core values

Qualifications:

Ability to build and maintain business relationships.
Works well in a team environment and independently.
Self-motivated and driven to reach sales goals in a fast-paced environment.
Confidence and ability to drive sales.
Excellent communication skills / interpersonal skills, including the ability to communicate effectively over the telephone.
Strong organizational skills and ability to multi-task.
Knowledge of the Independent RIA and B/Ds proprietary platforms and competition
Familiarity with Salesforce and the Microsoft Office suite

Position Requirements:

Bachelor's degree
FINRA Series 6 or 7 and 63/65 or 66 licenses (or the ability to gain these in 4 months)

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