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Internal/External Wholesaler - Hybrid
Partner and consult with financial advisors to guide the implementation of Columbia's mutual funds and/or separate accounts sales. Deliver product knowledge and usable sales approaches across Broker Dealer and Independent Advisor channels. Create Columbia Threadneedle brand recognition and demand. Responsibilities Represent products distributed and marketed by Columbia Threadneedle. Drive sales by developing, maintaining, and deepening relationships with new and existing advisors across Independent Advisor channel. Partner with Intermediary wholesaling team to achieve sales goals and objectives through effective territory and resource planning and the use of a consultative sales process and other performance improvement systems.


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