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Internal Sales Associate

4 months ago

Boston, United States The TCW Group, Inc. Full time

**Position Summary**:

- The Internal Sales Associate partners with TCW’s Regional Sales Consultants (external wholesalers) to source, develop and enhance financial advisor relationships in the National & Independent Broker-Dealer channels, RIAs, and Family Offices. They will communicate with financial professionals on a wide range of investment related topics including: portfolio process & philosophy, positioning, outlook, performance, risk metrics and related capital market developments. This position provides the opportunity to develop investment management sales skills in a dynamic and team-oriented environment. Overtime, the Internal Sales Associate will receive increasing sales responsibilities in an effort to enhance territory coverage and net new business.**Essential Duties**:

- Partner with external wholesalers to optimize and grow territory coverage and market share
- Proactively engage with financial advisors via phone and other digital means to build relationships, educate them on TCW’s investment solutions and raise net new assets.
- Provide timely market perspectives, sales literature, analytics and service deliverables
- Implement periodic sales and marketing campaigns
- Actively participate in ongoing professional development and training
- Participate in periodic travel to support advisor relationships & marketing initiatives

**Required Qualifications**:

- Bachelor’s Degree in a business or finance related major preferred
- 1 - 2 years Sales experience, preferably within financial services
- Series 7 & 63 Licenses (or attained within first 90 days)

**Professional Skills Qualifications**:

- Curiosity to develop expertise in capital markets & financial instruments
- Ability to take initiative and be a problem solver
- Excellent communicator with strong presentation skills
- Ability to work in a fast-paced and collaborative work environment
- Ability to prioritize and manage multiple tasks

**Desired Qualifications**:

- Salesforce CRM Experience

**Estimated Compensation**:
**Base Salary**: For an MA based position, the base salary range is $70k to $85k This is an anticipated range only.**Other Compensation**: Eligible to be considered for an annual discretionary bonus**Benefits**: Eligible for TCW’s comprehensive benefits package. See more information here.#LI-JS1**Warning**:
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