Merchant (Remote)

Provide education and support of CNL distributed products to various investment advisors and registered representatives “financial professionals” in a specific territory. Responsible for developing and expanding relationships with financial professionals in the CNL network of Investment Advisory Firms and Broker Dealers. This position will offer a flexible working arrangement (hybrid of office and remote working days).

Essential Job Functions

Develop new and build upon existing relationships with financial professionals/ registered representatives in the Broker Dealer network within their territory

Grow CNL’s market share within the territory through consultation with financial professional on our products

Provide appropriate information to the financial professionals/registered representatives regarding the Company's operating results and business strategies

Proactively educate financial professionals regarding CNL distributed products, risks and benefits

Strive to become a knowledgeable resource to the broker dealer network and internal associates on all aspects of the investment industry, competitors (direct and indirect), and products available in the market

Maintain knowledge of our partners’ business and market performance/position in order to provide the best information to financial professionals related to CNL distributed products

Research and analyze quarterly/annual Reports, 10K, and other publicly filed information

Respond to technical product and competitive positioning questions as appropriate

Comply with all rules and regulations of selling securities as outlined by FINRA and SEC as well as any internal guidelines established by CNL Securities Corp

Host client seminars, conferences and education forums for purposes of educating our financial professionals regarding CNL distributed products

Ability to handle and resolve customer issues with minimal guidance

Strong interpersonal skills with proven ability to build effective relationships

Strong advisory services background with progressive level of proven results

Excellent telephone communication skills and etiquette

Excellent interpersonal communication and presentation skills

Effective analytical skills

Detail oriented

Strong time management and organizational skills

Diplomacy in client interactions

Work independently and in a team environment

Proactive and innovative self starter

Education/Experience

Previous sales experience and market/industry knowledge of financial services preferred

Successful candidate must have a FINRA Series 7 and Series 63, or obtain within an identified period of time

Work Schedule:

Full-time, exempt (40 hours) workdays during normal business hours

Additional hours may be required during the peak work periods and projects

Travel as required

Qualifications

Licenses & Certifications

Required

Series 63

Series 7

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

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