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Product Sales Consultant

Ladenburg Thalmann · La Vista
Full-timeFinance & InsuranceMid Level$80,000–$85,000/yr
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About the Product Sale Consultant role

Product Sale Consultant positions focus on delivering results in their domain. This page aggregates open Product Sale Consultant roles and what employers typically expect.

# [Current Employees and Contractors Apply Here](https://www.myworkday.com/advisorgroup/d/home.htmld) # Osaic Careers **Relationship Management Opportunity in Financial Services** **Product Sales Consultant** **Location(s):** Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Locations Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. **Role Type:** Full-time **Salary:** $80,000 - $85,000 per year + annual performance-based bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: [Osaic Benefits](https://careers.osaic.com/Creative/Benefits). **Summary:** The Product Sales Consultant will partner with financial professionals to provide value-added sales and marketing strategies aimed at building and maintaining their overall sales. This position will be responsible for achieving specific sales goals in commission-based products such as mutual funds, ETFs, annuities, life insurance, and alternative investments. The position requires strong consultative sales skills and an ability to assist financial professionals with sales ideas, prospecting techniques, overcoming sales objections, plan design options, product positioning, and determining the best approach to closing sales opportunities, including developing strategies for point-of-sale meetings. In addition to the focus on products, the Product Sales Consultant will also assist other Product Sales Consultants (Generalists) in providing first-level sales support, promotion, and recommendation to our financial professionals of other product lines, our advanced sales and financial planning resources, our advisory services platform, and our partner firms. **Responsibilities:** - Provide timely industry, market, and product trends to internal business partners - Identify and target sales opportunities within the firm’s existing network of financial professionals - Maintain high queue service levels - Proactively work on Partner calling campaigns. - Development and execution of structured proactive outbound sales campaigns - Assist financial professionals with strategic sales ideas and competitive product positioning - Deliver outbound calls to affiliated financial professionals to drive attendance at company events - Daily interaction with product carriers and distribution outlets (IMO’s) - Participate in all scheduled training and educational workshops, events, webinars, study groups, etc. - Interface with Partner Firms and ensure adequate access has been provided - Provide financial professionals with guidance as to best-in-class solutions and resources from our Partner Firms - Expand the firm’s presence in the industry by advocating for the resources, tools, services, and support we provide our financial professionals - Accept calls from financial professionals pertaining to general sales-related issues, such as: - Detailed product information - Guidance on product selection - Case design assistance - Education on technology/research tools - Resolving escalated issues - Offer plan design options and overall general support - Generate and review proposals, when required - Identify opportunities for service/support enhancements - Other duties and responsibilities may be assigned **Education Requirements:** Bachelor’s degree preferred, high school diploma (or equivalent) in combination wit…

Salary estimate

$80,000 – $85,000/yr
Provided by the employer.

Skills for this role

Sales

Resume tips for Product Sale Consultant applicants

Interview preparation

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Research the employer's product and recent news before the interview.

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Have thoughtful questions ready about the team, tools and success metrics.

About Ladenburg Thalmann

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