Job Overview:

Responsible for developing and maintaining existing relationships, as well as identifying and acquiring new business with their assigned territory to meet sales goals.

Internal Sales Responsibilities:

• Responsible for raising and retaining assets within a geographic territory by making proactive phone calls to brokers and financial advisors to provide product information, share sales ideas, gather marketing data and offer sales support.
• Incorporate sales methodology / interviewing skills to learn about representatives’ business and needs to suggest sales and marketing ideas.
• Handle incoming phone calls and requests for information, sales and marketing material, product analysis and problem resolution in a professional and timely manner
• Endorse the firm and national account initiatives and focus to meet goals through call campaigns, email campaigns and communication.
• Perform competitive analysis within product line-ups and maintain knowledge of the mutual fund industry.
• Create and tailor sales ideas and presentations based on advisor profile and needs.
• Read and report on assigned industry journals.
• Deliver product and value add presentations.

External Wholesaler Partnership:

• Maintain open communication with the wholesaler, which includes a daily review of the sales, opportunities, and summarizing activities that impact the territory.
• Provide support to wholesaler in preparation for meetings including mailing necessary literature.
• Schedule wholesaler appointments with financial advisors as appropriate.
• Maintain contact relationship management system (Siebel).
• Develop and implement a business plan and sales strategy with the external wholesaler.
• Responsible for tracking and managing costs of promotional items charged to assigned wholesaler.

Required Skills

• Bachelor’s degree or equivalent work experience
• FINRA Series 6 or 7 required (must obtain FINRA Series 7 within first 90 days)
• Solid knowledge of mutual funds and the investment markets
• Successful sales and/or sales support experience
• Ability to thrive in a challenging and collaborative sales environment
• Effective presentation skills
• Strong time management and organizational skills
• Ability to travel periodically

Required Experience