• Job Description

  Req#: PLATF001070

  Clark Capital is searching for a motivated individual with proven organizational and sales skills to support the external sales team in acquiring, developing, and maintaining relationships with successful Financial Advisors. The ideal candidate is a self-starter who is comfortable managing complex and evolving situations. The successful candidate is a team player, resourceful and selfless in the execution of all tasks.

  Essential Functions

  • Manages territory to attain both sales and revenue goals.
  • Conducts consultative, relationship-building sales calls by phone with Financial Advisors.
  • Develops and executes sales plan strategies with members of both external & internal Sales teams.
  • Articulates investment solution strategies and discusses financial markets (domestic and international).
  • Identifies sales opportunities and advisor needs, advances relationships, and introduces new concepts.
  • Analyzes regional/product sales trends within partner firms and among individual financial advisors.
  • Works with various departments/individuals within the organization to provide exceptional service to our Financial Advisors.
  • Handles daily territory management tasks to ensure maximum business efficiency (e.g., updates and maintains CRM, provides supplemental scheduling).
  • Ensures compliance with industry and legal regulations and best practices and adherence to company processes and procedures.
  • Performs other duties as required.

  Competencies for Success

  • Thorough understanding of the financial/capital markets, mutual funds, ETFs, group and individual retirement plan products, separately managed accounts, hedge strategies, and other investment vehicles.
  • Ability to view business on a macro and micro level.
  • Motivated to achieve success.
  • Strong work ethic, high integrity, and strong values.
  • Sound communication and interpersonal skills.
  • Strong consultative sales skills – probing, listening and closing.
  • Exceptional verbal and writing skills.
  • Ability to learn and adapt to new technologies.
  • Experience in financial services industry preferred.
  • Series 7 preferred.
  • College degree preferred.

  About Clark Capital

  Clark Capital Management Group is an Equal Opportunity Employer and offers excellent compensation packages that include competitive pay, comprehensive health insurance benefits, 401(k) retirement plan with matching, and career/professional development assistance.

  Clark Capital Management Group is a registered investment advisor that provides fee-based investment advisory solutions for financial professionals through external investment platforms.

  We are passionately committed to helping clients achieve their life goals. Our focus on excellence and our culture of accomplishment attract high-performing, collaborative team members who seek to make a positive impact on the lives of the clients and financial advisors we serve.

  Please visit our website at www.ccmg.com for more information

  Qualifications

  Behaviors

  Preferred

  Dedicated : Devoted to a task or purpose with loyalty or integrity

  Enthusiastic : Shows intense and eager enjoyment and interest

  Team Player : Works well as a member of a group

  Motivations

  Preferred

  Goal Completion : Inspired to perform well by the completion of tasks

  Work-Life Balance : Inspired to perform well by having ample time to pursue work and interests outside of work

  Financial : Inspired to perform well by monetary reimbursement

  Growth Opportunities : Inspired to perform well by the chance to take on more responsibility

• About the company

  Delivering premium investment solutions, proven tools and techniques and superior service through our partnership with advisors.

Notice