Posted:
June 08, 2026
Location:
Bethesda, MD, United States

Job Description

**Responsibilities**

+ Initiatesoutboundsalescallsandrespondstoincomingcallsandinquiries,includingfollow-up,sending out materials and obtaining and evaluating backgroundinformation.
+ Participatesinprofessionalorganizationsandactivitiestoexpandnetworkofbusinesscontacts.
+ Establishes and maintains a prospectdatabase.
+ Worksindependentlyinsourcinganddevelopingnewclientrelationshipstoenablefinancialadvisorsto meet salesgoals.
+ Assistsindevelopingproductorientedpositioningdocuments,productprofiles,competitiveanalysisand othercontentforwebsites,marketingmaterialsandseminars.
+ Gathers,analyzes,interpretsanddistributesinformationonsalestrends,productdemandand marketing strategies for assignedproducts.
+ Supportsmarketingprogramsandassistsothersindevelopingaclear,compellinganddifferentiated message and position for assignedproducts.
+ Participatesinadvisorandclientseminars,productroadshows,branchpresentations,conferencecalls, pointofsalesupport,andothersalesfu...

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Job Overview

Job Type: Full-time
Location: Bethesda, United States
Posted: June 08, 2026
Deadline: June 15, 2026