Client Engagement Center Associate

Federated Hermes, Inc.•Pittsburgh, PA

65d•Hybrid

About The Position

Participate in the 15-week paid training program to obtain FINRA licenses and to develop sales skills, product, system and industry knowledge. Work in partnership with external sales representatives to gain basic knowledge of the client base, investment products, marketing campaigns, and information about Federated Hermes' key competitors Conduct systematic sales calls via telephone to clients and prospective clients to acknowledge trades, identify needs, solicit business, and explain Federated Hermes' investment products and processes Develop relationships with financial intermediaries, customers and prospects Respond to incoming inquiries from existing/prospective financial intermediaries regarding Federated Hermes' products, services and sales ideas Meet individual production goals and effectively participate in reaching department production goals Participate in ongoing training, including product knowledge, presentation skills, and seminars to fully develop professional skills Demonstrate ability to learn, utilize and maintain all systems thoroughly i.e. Salesforce, Microsoft Office, Finders Remain current with industry trends Attend industry conferences and seminars on occasion

Requirements

Bachelor degree required; SIE (Securities Industry Essential's exam) preferred
Must possess or immediately obtain FINRA SIE, Series 7 & 66 (or equivalent) licensing
Emphasis on sales skills, product knowledge and building relationships with clients
Ability to work as a member of a team
Excellent oral communication skills (telephone voice) and presentation skills required
Excellent decision making, problem solving, and analytical skills required
Above average attention to detail required
Individual will be required to sign an Employment Agreement
Travel to attend client meetings and conferences as appropriate
Must possess/maintain a valid driver's license

Nice To Haves

One year of work experience in the financial services industry or sales related field preferred
Knowledge of quantitative mutual fund investment techniques and terminology preferred

Responsibilities

Participate in the 15-week paid training program to obtain FINRA licenses and to develop sales skills, product, system and industry knowledge.
Work in partnership with external sales representatives to gain basic knowledge of the client base, investment products, marketing campaigns, and information about Federated Hermes' key competitors
Conduct systematic sales calls via telephone to clients and prospective clients to acknowledge trades, identify needs, solicit business, and explain Federated Hermes' investment products and processes
Develop relationships with financial intermediaries, customers and prospects
Respond to incoming inquiries from existing/prospective financial intermediaries regarding Federated Hermes' products, services and sales ideas
Meet individual production goals and effectively participate in reaching department production goals
Participate in ongoing training, including product knowledge, presentation skills, and seminars to fully develop professional skills
Demonstrate ability to learn, utilize and maintain all systems thoroughly i.e. Salesforce, Microsoft Office, Finders
Remain current with industry trends
Attend industry conferences and seminars on occasion