Internal Sales Consultant

7 days ago

Boston, United States Franklin Templeton Investments Full time

At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

Come join us in delivering better outcomes for our clients around the world

What is the Wealth Management Internal Sales Team responsible for?

The Wealth Management Internal Sales Team is dedicated to delivering world-class consultative sales and relationship management support to financial advisors_._

What is the Internal Sales Consultant responsible for?

The Internal Sales Consultant, in partnership with their External Market Leader, is responsible for developing and maintaining existing relationships as well as identifying and acquiring new business within their territory to meet sales goals. Previous Internal Sales Consultants have grown to have careers in External Sales, Marketing, and Product Specialist roles across all sales channels.

What are the ongoing responsibilities of an Internal Sales Consultant?- Work in partnership with assigned Market Leader to develop and execute on a territory business plan.- Increase assets under management by delivering needs-based solutions to both new and existing advisors through proactive phone and digital outreach.- Develop relationships with focused segment of financial advisors by sharing business building strategies and value-add content.- Support evolving strategic sales and marketing campaigns within assigned territory.- Deliver effective presentations promoting Franklin Templeton’s products, services, and value proposition to internal and external audiences.- Stay current on key market and industry trends.- Demonstrate proficiency of the sales process by keeping accurate records of customer interactions through Franklin Templeton’s Customer Relationship Management system.- Serve as a liaison for all operational and service issues.- Develop and enhance industry and product knowledge through ongoing training to effectively communicate and build credibility with financial advisors.- Demonstrate professionalism at internal and external meetings.- Have an ownership mentality, demonstrate a sense of urgency and desire to win.- Able to learn quickly, be a great teammate, and lead by example.- Engage in daily/weekly team training and travel in territory with Market Leader as necessary.

What ideal qualifications, skills and experience would help someone to be successful?- Two to five years equivalent sales experience preferred.- Highly motivated, possess critical reasoning skills, and an ability to incorporate direct feedback.- Excellent communicator with strong interpersonal skills, both over the phone and in person.- Proficiency in Microsoft Office Suite

LI-Hybrid

Experience our welcoming culture and reach your professional and personal potential
- Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
- Hear more from our employees
- By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.
- Highlights of our benefits include:_- Three weeks paid time off the first year-
- Medical, dental and vision insurance-
- 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits-
- Employee Stock Investment Program-
- Tuition Assistance Program-
- Purchase of company funds with no sales charge-
- Onsite fitness center and recreation center*-
- Onsite cafeteria*- Only applicable at certain locations
- Learn more about the wide range of benefits we offer at Franklin Templeton- Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gen

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