Regional Sales Specialist

1 month ago

Miami, United States Amundi Full time
Job Title: Regional Sales Specialist - Offshore Markets

Amundi US is a leading asset management firm with a strong presence in the US Offshore and Latin America markets. We are seeking a highly motivated and experienced Regional Sales Specialist to join our team.

Key Responsibilities:
  • Sales Support: Promote the sale of Amundi's offshore mutual funds and investment vehicles through established relationships with local office managers, financial advisors, and investment decision-makers.
  • Territory Planning: Assist in preparing and delivering monthly and annual territory sales plans to the Head of US Offshore Distribution, working closely with the external sales team to execute strategies.
  • Meeting Targets: Meet regular call and meeting frequency requirements to maintain relationships and promote product offerings.
  • CRM Management: Log meeting notes, update client contact details, and track interactions in the contact management system.
  • Professional Representation: Maintain a high standard of professionalism when representing Amundi in meetings and interactions with clients and prospects.
  • Client Relationships: Develop and maintain strong relationships with existing clients, ensuring high levels of service and identifying opportunities for additional business.
  • Sales Strategy: Collaborate with the external sales team to execute sales strategies and marketing campaigns aimed at expanding Amundi's presence in the US Offshore and Latin America markets.
  • Product Knowledge: Develop an in-depth understanding of Amundi's product offerings, including mutual funds, ETFs, and other investment solutions, and communicate this knowledge effectively to clients.
  • Sales Reporting: Track sales performance and client engagement, providing regular updates and reports to senior management and the external sales team.
  • Cross-functional Collaboration: Work closely with internal teams, including marketing, product management, and client services, to ensure alignment and the successful execution of sales initiatives.
Qualifications:
  • Strong knowledge of the mutual fund industry and non-US registered investment products.
  • Minimum of 2 years of relevant sales or distribution experience with the financial services industry.
  • Series 7 and Series 66 (or Series 63 and Series 65) licenses required.
  • Excellent interpersonal and communication skills.
  • Ability to work collaboratively with internal and external stakeholders.
  • Strong organizational and time-management skills.
  • Proficiency in Microsoft Office suite and CRM systems (SalesPage).
What We Offer:
  • A dynamic and supportive team environment.
  • Competitive salary and bonus structure.
  • Comprehensive benefits package, including health, dental, and retirement plans.

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