Associate, Internal Sales Consultant
About The Position
The internal Sales team engages with financial advisors through virtual meetings, phone calls, and digital communications regarding our mutual fund and seperate accounts product suite. As an Internal Sales Consultant, you will be a key member of the team, implementing tactical strategies using data to increase sales, prepare weekly action plans, retain assets and cultivate new clients. While we offer hybrid working for many of our roles, this role does require 3 days a week in our office location You will develop and maintain an in-depth knowlegde of financial markets, Nomura products and services, and the competitive landscape, and be able to discuss the array of products across all disciplines (fund objectives, portfolio structures, investment management process and strategy benchmarks You will be responsible for maintating and updating the Client Relationship Management system (Salesforce) for all advisor client activities, fielding inbound call sfrom partners and avisor clients, and sharing thoughtful sales ideas with the rest of the Internal Sales Consultants and Regional Directors
Requirements
- Bachelor's degree in business, finance or a related field, with some experience in selling finanial products
- Experience analyzing data to create a business plan and willingness to act on the business plan through virtual meetings, phone calls, digital communications, and travel (5-10%)
- Strong Interpersonal, verbal and writing skills, and a general willingness to grow a business through relationship building
Nice To Haves
- SIE, Series 7 and Series 66 licences (or SIE 7, 63, and 65) preferred
Responsibilities
- implementing tactical strategies using data to increase sales
- prepare weekly action plans
- retain assets and cultivate new clients
- develop and maintain an in-depth knowlegde of financial markets, Nomura products and services, and the competitive landscape
- discuss the array of products across all disciplines (fund objectives, portfolio structures, investment management process and strategy benchmarks
- maintating and updating the Client Relationship Management system (Salesforce) for all advisor client activities
- fielding inbound call sfrom partners and avisor clients
- sharing thoughtful sales ideas with the rest of the Internal Sales Consultants and Regional Directors
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
