Saybrus Partners

Consultant

• Achieve territory annual sales goals including overall production, penetration rates and product diversity
• Provide dedicated assisted-sales support to Edward Jones channel within assigned territory
• Establish and maintain strategic national, regional, and local relationships within the territory
• Conduct fact-finding and prospecting with assigned advisors to maximize sales results
• Train advisors on products, features, sales and marketing ideas, and new business and underwriting processes
• Provide illustration, case, and product design support with assigned advisors
• Assist advisors at the point of sale during client meetings
• Develop and implement an activity plan to maximize field contacts within the territory

Wealth Management Consultant