Internal Sales Associate
7 days ago
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.
Key Responsibilities- Deliver world-class consultative sales and relationship management support to financial advisors.
- Complete a comprehensive training program focused on the financial markets, financial products, key client segments, technology tools, portfolio construction sales skills, and overall professional development.
- Obtain the SIE, Series 7, and Series 63 licenses with FINRA within the first days.
- Build a strong understanding of the financial services industry and the financial markets.
- Develop acumen on Franklin Templeton's suite of products to provide solutions to financial advisors.
- Acquire fundamental knowledge of key competitor products to position with Franklin Templeton products and services.
- Develop strong communication and sales skills, including the ability to deliver effective presentations both internally and externally.
- Field questions regarding Franklin Templeton products and strategies.
- Provide information and insights to clients regarding market/industry trends and Franklin Templeton products, services, and resources.
- BA or BS degree preferred.
- SIE licensed is preferred, but not required upon application.
- Financial industry experience preferred, including work experience, internships, and college coursework.
- Proficiency with MS Office Suite.
- Successful candidates will be highly motivated and thrive in a fast-paced environment, exceptional communicators with strong time management skills, focused on effective communication and interpersonal skills, willing to embrace constructive feedback with a focus on improvement, and team players who lead by example.
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