Sales Reporting, Salesforce, Targeting and Activity Documentation: Utilize company reporting, Salesforce, and other available data and resources to identify opportunities, evaluate territory trends, direct sales activity, and maintain timely and accurate documentation of advisor interactions, opportunities, and follow-up. Internal Collaboration and Sales Coordination: Collaborate effectively with the National Sales VP, National Accounts VPs, National Account Managers, Senior Internal Wholesalers, and other internal partners to coordinate sales activity, share relevant territory insights, and support broader distribution objectives.