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Internal Sales Associate

2 months ago

Boston, Massachusetts, United States F1525 Franklin Distributors, LLC Full time
About the Role

F1525 Franklin Distributors, LLC is seeking a highly motivated and detail-oriented Internal Sales Associate to join our Wealth Management team. As a key member of our sales team, you will be responsible for delivering world-class consultative sales and relationship management support to financial advisors.

Key Responsibilities
  • 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 necessary licenses and certifications to operate in the financial industry.
  • Provide regional sales support for both internal and external sales teams through research, inbound/outbound communication, and email support.
  • 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.
  • Work with an assigned peer mentor throughout the training program, and receive regular coaching, training, and feedback from leadership.
Requirements
  • BA or BS degree preferred. Candidates may have a broad array of majors.
  • 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 communicator with strong time management skills. Focused on effective communication and interpersonal skills, over the phone and in person. Willing to embrace constructive feedback with a focus on improvement. Team player who leads by example. Passionate about the financial markets with an interest in continuous learning.