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.
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
Job Location Overland Park, Kansas, United StatesPosition TypeFull-Time/Regular