Martin and Company Portfolio Manager Senior

Job description

Location: On site in location listed in job posting. Summary: Provides sales activities for promoting and selling packaged investment products or individual securities to customers and prospects within assigned territories. Handles the most complex investment sales activities. Essential Duties and Responsibilities: - Calls prospects to generate appointment activity within assigned territory. Meets with and advises customers or prospects concerning suitable investments. Works in cooperation with other relationship managers or sales people to identify and refer prospects which result in the establishment of personal trust, life insurance, financial planning, or other financial service relationships. - Conducts annual reviews, evaluate changes in financial objectives, and recommends actions which result in retention, strengthening, and growth of the client's relationship. Assists in strengthening of the platform licensing initiative through the development of licensed financial center employees. - Performs all other duties as assigned Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualificat...