Results-oriented Senior Internal Advisory Consultant with a proven track record of building advisor relationships and successfully closing sales. Committed to delivering exceptional service and exceeding sales goals.
Overview
4
4
years of professional experience
Work History
Senior Advisory Consultant (Wirehouse Channel)
FS Investments
12.2024 - Current
Spearhead trainings and coaching sessions weekly to my direct internal reports
Continue driving sales in a top territory with my own personal relationships built and maintained
Facilitate weekly meetings for all internals to peer share and drive results
Internal Advisory Consultant (Wirehouse Channel)
FS Investments
12.2021 - 12.2024
Developed and executed sales plans through partnering with a top-tier external wholesaler
Helped with managerial efforts by interviewing sales applicants, and training new hires in the sales process
Providing support through sales ideas, product knowledge, and understanding of overarching market conditions
Internal Advisory Associate (Wirehouse Channel)
FS Investments
02.2021 - 12.2021
Acquired and deepened Advisor relationships through zoom and phone calls.
Optimized departmental processes by working directly with our Research and Marketing team.
Established strong relationships with key advisors, facilitating effective communication across departments and teams.
Internal Advisory Assistant (RIA & Wirehouse)
FS Investments
08.2020 - 02.2021
Worked with a diverse group of Internals to book meetings and events for their territories.
Assisted the Sales Operations team on building reports and organizing every territories pipeline
Boosted team support by making 30 dials a day to increase productivity.