Public Relations

• Learn and apply a consultative sales process developed by our sales management team to focus on the needs of the investment advisor
• Drive sales of the designated mutual fund product line within the assigned territory
• Develop an annual sales plan and territory budget to meet company objectives based on market and client data, including sector and regional trends, market drivers and sales-process activities
• Establish and maintain top-tier professional relationships with advisors and intermediaries
• Organize branch presentations, investor seminars and other public events
• Develop and share best practices, ideas and sales, marketing and business development strategies with peers and advisors

Vice President, Sales, NEI Investments

Presales SAP BI, Data

SAP BI & Data Presales

B2B PR & Communications Specialist

Préventes SAP BI & Data / Presales SAP BI & Data