Wealth Sales Representative

Job description

Why Meridian? At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. Factor us into your next career opportunity. We want you to grow with us and have an experience that’s different. This is a place where you can expect the unexpected. F ind our story here: About Meridian The role: The Wealth Sales Representative is accountable for providing highly effective sales support to key Members of our Wealth Management Team in order to help them achieve their performance and sales goals by providing an excellent Member experience while maintaining high standards and operational efficiencies. By providing best in class contact management, pre sale and post sale practice support to support the achievement of Wealth’s annual plan objectives for Net Sales, revenue and new Investments. While effectively mitigating compliance risks that are detrimental to our Members, Meridian’s brand and overall business profitability. Key Responsibilities: Contact Management: - Contacting Member to book appointment that aligns to the Advisors meeting t...