Consultant

• Identifies, develops, and deepens partnership opportunities with Centers of Influence ("COI"), including all levels of client distribution, field investment personnel, and key internal partners at top insurance relationships.
• Develops and implements sales and retention strategies focused on enhancing Invesco's penetration of the insurance market and growing customer loyalty within the territory.
• Credibly represents and positions Invesco's investment strategies, including differentiating the firm's strategies from competitor strategies.
• Partners with strategic accounts, marketing, and client service associates to ensure alignment around business strategy, capitalize on opportunities, and anticipate and overcome challenges.
• Conducts effective group and individual practice management and Capital Market presentations designed to educate and support insurance COIs and their efforts to better serve their clients and prospects.
• Develops and continually updates and monitors a current COI list that reflects Invesco's best opportunities based on a quantitative and qualitative firm scoring model for insurance partners.
• Records client activity to accurately memorialize all interactions and ensure successful allocation of time and resources.
• Deepens relationship with insurance COIs to extend the Invesco brand to the annuity marketplace and ultimately scale the firm's message across retail broker dealers.
• Builds and implements strategic travel rotation to cover smaller boutique firms across the country and clients in geographically less desirable locations.
• Partners with the Division Sales Manager to develop and implement a territory sales plan which is aligned with the overarching division plan.

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