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Internal Sales Director

4 months ago

San Antonio, United States Victory Capital Management Full time

Victory Capital is a diversified global asset management firm. We operate a next-generation business model combining boutique investment qualities with the benefits of a fully integrated, centralized operating and distribution platform. Victory Capital provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. With 11 autonomous Investment Franchises and a Solutions Platform, Victory Capital offers a wide array of investment products, including mutual funds, ETFs, separately managed accounts, alternative investments, third-party ETF model strategies, collective investment trusts, private funds, and a 529 Education Savings Plan. General Summary and Purpose:

Victory Capital is looking for an Internal Sales Director in their San Antonio, Texas location. The Internal Sales Director is responsible for sales of investment products over the telephone through the following intermediaries: brokerage firms, financial advisors/brokers, banks, and insurance companies. They initiate and/or follow up on sales calls, provide intermediaries with sales ideas, answers product and service questions, provides performance data, identify new sales opportunities and help launch new products. You will report to the Head of Retail Sales. You Will:

Initiate outbound sales telephone calls to clients and prospective clients to position, promote and sell Victory Capital Management products and to communicate company updates. Utilize knowledge of company products to develop business. Answer inbound calls to our advisor line to respond to inquiries, provide answers, support needs and identify selling opportunities and pass on to appropriate territory team. Proactively follow up with clients and prospective clients to provide sales ideas, answers product questions, provide performance data, identify new sales opportunities, and help launch new products. Use client relationship management (CRM) database

Salesforce

to track client interactions and the progression of each client relationship. Support sales and client relationships by providing research material and administrative follow-up and support. Generate sales ideas, identify new sales opportunities. Travel with external Victory wholesaler in the field on a limited basis for territory familiarity and professional development. Attend and support client events or conferences as a Victory Capital Management representative. You Have:

B.S. or B.A. in related field and/or approximately two years of related experience or Training in a client support or internal sales role and two years of experience in the mutual fund/financial services industry and/or training; or an equivalent combination of education, experience and training. Series 7 and 63 licenses required (or to be obtained within 90 days of hire.) Knowledge of mutual fund/financial industry products and services in order to promote and sell company mutual fund products, and to respond to client inquiries, provide answers, and to identify selling opportunities. Ability to initiate outbound sales telephone calls to clients provide sales ideas, answers product questions, provide performance data, identify new sales opportunities, and help launch new products. Excellent interpersonal and customer service skills with the ability to develop strategic business relationships. Strong attention to detail with the ability to manage multiple tasks effectively. Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement, and a 401k plan with a generous employer match. We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.

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