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Curian Capital LLC provides innovative managed accounts to the financial professional community. A registered investment advisor headquartered in Denver, Colorado, Curian Capital is an indirect subsidiary of the United Kingdom's Prudential plc, a major financial services group with $400 billion of assets under management.
The External Regional Business Consultant is responsible for creating new and managing existing relationships with brokers and agents to increase revenue of Curian products throughout the given territory. This is accomplished through meetings, seminars and training workshops. The External Regional Business Consultant is responsible for keeping brokers informed of Curian’s product and service enhancements.
The primary duties and responsibilities include the following:
· Work closely with the National Sales Manager to develop an appropriate business plan to maximize territorial sales.
· Identify and develop top producing brokers. Recruit new brokers and strengthen relationships with existing producing brokers.
· Conduct product and sales training through individual and group training sessions, seminars, workshops and branch meetings.
· Strategically plan and manage the deployment of resources to maximize territorial sales while being responsible for budgeting and expenses.
· Work in conjunction with an Internal Regional Business Consultant to identify and foster leads generated from referrals, ad campaigns and territory canvassing.
· Utilize Curian databases to create and maintain broker profile levels and data on current and proposed sales activity.
Job requirements include the following:
· Strong ability to work independently and to communicate clearly and concisely. Ability to create and deliver effective presentations, seminars, workshops and branch meetings to current and prospective brokers.
· Experience in marketing investments, annuities, and life insurance to agents/brokers. Ability to identify and position the products and services brokers use in financial planning.
· Proven ability in growing a territory as measured by sales and persistency of business.
· Strong aptitude for technology, including software applications, e-mail and database management from remote locations.
· Extensive travel required. Some overnight travel required. Minimum of four days per week in the field conducting presentations, seminars, workshops and branch meetings required.
Licensing, education and experience requirements:
· NASD Series 7 and 66 required or Series 65.
· 4-year college degree or equivalent insurance/investment experience.
· Prior insurance or investment wholesaling experience is preferred.
· Minimum of three years of sales experience in investments, mutual funds, insurance or annuities required. Five years experience preferred.
Curian Capital
Attn.: Traci Sandler
Phone: 303-224-7568
Fax: (303) 488-4306
E-mail: traci.sandler@jnli.com