Investment Consultant - (Plainfield, IN)

This description is intended to indicate the primary responsibilities of the position. It is not intended to be all-inclusive nor does this limit management?s right and responsibility to determine work assignments, reassignments, priorities, etc. Position Goals: Facilitate the sales and service of securities, annuities, registered investment advisory products and life insurance to qualified buyers; expand client relationships by emphasizing the origination of new business, expanding current business, and providing excellent product delivery & service. Management Received: Program Manager Management Exercised: None. Essential Duties and Responsibilities: 1. Coordinate sales appointments, make presentations and complete all necessary paperwork on successful sales, including the deposits into the designated Broker/Dealer sweep account. 2. Initiate paperwork involving cancellations, surrenders, and/or partial withdrawals. 3.