Internal Wholesaler - Regional Marketing Associate  …

Green Key Resources
in New York City, NY, USA
Festanstellung, Vollzeit
Letzte Bewerbung, 09 Aug 20
DOE
Green Key Resources
in New York City, NY, USA
Festanstellung, Vollzeit
Letzte Bewerbung, 09 Aug 20
DOE
The Regional Marketing Associate will be involved in Firm campaigns, Firm initiatives, maintain existing relationships, provide ongoing support to clients and continually qualify new leads for the external wholesalers. The Associate will also respond to inbound client calls, answers product questions, and provides performance data in an effort to solicit business.

Duties & Responsibilities: 

  • Utilizes knowledge of company products in an effort to develop business 
  • Proactively follows up with clients and prospective clients in a timely manner 
  • Promotes the sale of the company's proprietary mutual funds through internal and external distribution channels, assists with the development of sales tools/collateral, and delivers product training to both internal and external audiences
  • Determine which financial product(s) the Firm offers best suits the potential advisor Initiate and maintain sales and service relationship with broker consultants to promote the sale of the company’s products 
  • Profile & qualify new leads for the External Wholesalers 
  • Assist external wholesaler with scheduling supplemental appointments with advisors 
  • Works closely with wholesalers to develop marketing strategy to manage assigned territory Prepares weekly action plan and reviews it daily to determine each day's call plan 
  • Develop & maintain relationships with all producers & prospects via the phone 
  • Main point of contact for all producers and prospects
  • Respond to any inbound inquiries regarding the funds and the firm 
  • Travel with the External Wholesaler twice per year 
  • Attend conferences when appropriate 
  •  
  • Qualifications: 
  • Undergraduate Degree or an equivalent combination of training and experience  2-5 years of experience in a client support or internal sales role or equivalent industry training and experience
  • 2-5 years of experience in the mutual fund/financial services industry or equivalent industry training and experience  FINRA Series 7 & 63 required 
  • Excellent verbal and written communication skills 
  • Experience with sales calls essential 
  • Must meet required outbound call/contact activity levels as set by Manager, Maintain a minimum of 20 quality contacts per day 

     

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