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Sales Support Specialist

2 months ago

Stamford, Connecticut, United States Franklin Templeton Full time

At Franklin Templeton, we are at the forefront of our industry, pioneering innovative strategies to assist our clients in reaching their investment objectives. Our multifaceted firm encompasses asset management, wealth management, and fintech, providing various avenues for investors to progress toward their aspirations. Our skilled teams, operating globally, offer a unique blend of expertise. We pride ourselves on our inclusive, flexible culture and diverse business landscape, presenting opportunities for personal growth and contributing to our clients' successes.

Join us in enhancing outcomes for clients worldwide

What is the Wealth Management Internal Sales Team's mission?

The Wealth Management Internal Sales Team is committed to delivering exceptional consultative sales and relationship management support to financial advisors.

What are the key responsibilities of a Sales Support Specialist?

The Sales Support Specialist serves as the entry-level role within the Wealth Management Internal Sales Team, acting as a gateway to career advancement at Franklin Templeton. This team is dedicated to providing top-tier consultative sales and relationship management assistance to financial advisors. Upon successful completion of the Associate program (4-8 months), individuals are eligible for promotion to Internal Sales Consultant.

What ongoing responsibilities does a Sales Support Specialist have?

  • Engage in a comprehensive training program that covers financial markets, products, key client segments, technology tools, portfolio construction sales skills, and overall professional development.
  • Achieve the SIE, Series 7, and Series 63 licenses with FINRA (Financial Industry Regulatory Authority) within the initial days.
  • Act as the primary point of contact for regional sales support for both internal and external sales teams through research, inbound/outbound calls, and email communication.
  • Develop a robust understanding of the financial services sector and the financial markets.
  • Gain insight into Franklin Templeton's product offerings to provide tailored solutions to financial advisors.
  • Acquire fundamental knowledge of competitor products to effectively position Franklin Templeton's offerings.
  • Enhance communication and sales skills, including the ability to deliver impactful presentations both internally and externally.
  • Address inquiries regarding Franklin Templeton products and strategies.
  • Provide clients with information and insights on market trends and Franklin Templeton's products, services, and resources.
  • Collaborate with an assigned peer mentor throughout the training program, receiving regular coaching, training, and feedback from leadership.
What qualifications, skills, and experience contribute to success in this role?
  • A BA or BS degree is required, with candidates from diverse majors encouraged to apply.
  • SIE licensing is preferred but not mandatory upon application.
  • Experience in the financial industry is advantageous, including work experience, internships, and relevant coursework.
  • Proficiency in MS Office Suite is essential.
Successful candidates will demonstrate:
  • A high level of motivation and the ability to thrive in a fast-paced environment.
  • Exceptional communication skills coupled with strong time management abilities.
  • A focus on effective communication and interpersonal skills, both over the phone and in person.
  • A willingness to embrace constructive feedback aimed at personal improvement.
  • A collaborative spirit, leading by example.
  • A passion for the financial markets and a commitment to continuous learning.
Franklin Templeton offers a competitive and comprehensive range of total rewards—both monetary and non-monetary—designed to support the well-being of our employees and recognize their contributions. In addition to base compensation, we provide other incentives such as discretionary bonuses, a 401k plan, health insurance, and various perks. Compensation decisions consider multiple factors, including location, job-related knowledge, skills, and experience. We anticipate the salary for this position to fall within a competitive range.

What distinguishes Franklin Templeton?

Beyond our dynamic and professional environment, we are dedicated to ensuring our employees have access to a valuable set of Total Rewards—recognizing their time, talents, efforts, and results.

Key highlights of our benefits include:
  • Three weeks of paid time off in the first year
  • Medical, dental, and vision insurance
  • 401(k) Retirement Plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
  • Employee Stock Investment Program
  • Tuition Assistance Program
  • Opportunity to purchase company funds without sales charges
We believe that being a responsible corporate citizen is integral to good business. Corporate citizenship encompasses accountability, client service, being an employer of choice, managing our environmental impact, and supporting our communities. This commitment is embedded in our culture and values, forming a crucial element of our success.

We are also dedicated to your learning and development, providing resources focused on Experience, Exposure, and Education to help you achieve your professional development objectives.

Franklin Templeton is an Equal Opportunity Employer, committed to equal employment opportunities for all applicants and employees. We evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, or any other basis protected by law. We invite you to explore Franklin Templeton Careers to learn more about our company and career opportunities.