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CMG-Assoc Whlslr/Sls RepFP/RIAWachovia Corp - Boston, MARESPONSIBILITIES: The role of the Hybrid Wholesaler (HW) is to promote Evergreen investment management capabilities to licensed investment professionals (clients) within assigned 3rd party broker/dealer firms in a specified geographic territory. The HW is solely responsible for developing and executing on a sound business plan to generate new business opportunities and grow sales/revenue. This is accomplished by profiling clients to enable Evergreen to assist them with business development and portfolio construction solutions. The HW must develop and deliver clear, convincing and well-organized sales presentations. Perform training in coordination with multi-platform programs. The HW must be a technical expert of multiple products including fluctuating funds, variable annuities, 529, closed...originally from Wachovia - More Tools...
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