Senior Associate, Investment Solutions Consultant

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Associate, Investment Solutions Consultant based in United States.

This role focuses on helping financial professionals grow investment business by providing specialized product expertise, sales support, and practical guidance across a designated territory. You will work closely with agents and field leadership to develop relationships, identify opportunities, and support investment sales objectives.

The position combines consultative selling with technical knowledge of annuities, mutual funds, and related sales processes. You will translate product enhancements, market considerations, and tax-related concepts into actionable guidance for agents and clients. Success in the role requires strong communication, commercial drive, and the ability to operate with a high degree of autonomy.

The position is fully remote, with frequent travel across the assigned territory to support offices and sales teams.