Guggenheim Investments
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Insurance • Consulting • Financial Services
Lead sales growth for Guggenheim investment products across Southern Florida’s wire house and regional broker-dealer channels. Build and maintain financial intermediary relationships, educate advisors, conduct presentations and branch visits, develop territory business plans, manage CRM activity, and achieve assigned sales goals. Collaborate with internal wholesalers and portfolio specialists while maintaining licensing, compliance, training, budget, and expense-reporting requirements.
