Internal Wholesaler (1997-732)

Ivy Nextshares Overland Park , KS 66204

Posted 3 months ago

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

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

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VIEW JOBS 11/16/2018 12:00:00 AM 2019-02-14T00:00 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 Waddell & Reed Financial, Inc Overland Park KS

Internal Wholesaler (1997-732)

Ivy Nextshares