External Wholesaler

Janus Henderson InvestorsDarien, CT
Hybrid

About The Position

A career at Janus Henderson is more than a job, it’s about investing in a brighter future together. Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust. If our mission, values, and purpose align with your own, we would love to hear from you! This role involves selling company products for larger or more complex accounts through one or more assigned intermediaries, with primary or joint account management responsibilities for an assigned territory. You will meet with clients to present investment reviews, discuss investment strategies, and identify and respond to needs to improve client relationships. Additionally, you will prepare and present sales training seminars with intermediaries, develop and implement sales programs and strategies for client growth and servicing, and potentially supervise and oversee work activities of internal wholesaler positions. The role also includes generating new sales ideas, identifying new sales opportunities, launching new products, maintaining awareness of competitive industry trends, and providing coaching and mentoring to lower-level staff.

Requirements

  • At least five years of field experience in financial services industry
  • Bachelor’s Degree or equivalent required
  • Series 6, 7 and 63 licenses required
  • Great interpersonal skills with the ability to develop strategic business relationships
  • Excellent public speaking and presentation skills
  • Advanced knowledge of the company, including history, investment resources/team/style/process, and fund offerings
  • Solid understanding of financial services industry and investment products in general, including stocks, bonds, funds, annuities, 401K plans, pension plans
  • Organised and able to balance multiple tasks simultaneously
  • Ability to work and make decisions independently
  • Excellent attention to detail and accuracy
  • Intermediate to advanced digital literacy including MS Word, Excel, PowerPoint
  • Ability to build effective client presentation materials
  • Excellent verbal and written communication skills

Nice To Haves

  • Mentoring
  • Leadership development programs
  • Regular training
  • Career development services
  • Continuing education courses

Responsibilities

  • Sell company products for larger or more complex accounts through one or more assigned intermediaries
  • Be assigned primary or joint account management responsibilities for assigned territory
  • Meet with clients to present investment reviews, discuss investment strategies, and to identify and respond to needs in an effort to improve client relationships
  • Prepare and present sales training seminars with intermediaries to promote and develop sales opportunities
  • Develop and implement sales programs and strategies for the growth and servicing of clients
  • May supervise and oversee work activities of internal wholesaler position in assigned channel if appropriate, including evaluating performance and training needs, and recommending hiring, termination, and salary actions
  • Generate new sales ideas, identify new sales opportunities, and launches new products
  • Maintain awareness of competitive industry trends to provide technical investment information to clients
  • Provide coaching and mentoring to lower level staff
  • Carry out other duties as assigned

Benefits

  • Hybrid working and reasonable accommodations
  • Generous Holiday policies
  • Excellent Health and Wellbeing benefits including corporate membership to Wellhub
  • Paid volunteer time to step away from your desk and into the community
  • Support to grow through professional development courses, tuition/qualification reimbursement and more
  • Maternal/paternal leave benefits and family services
  • Unique employee events and programs including a 14er challenge
  • Complimentary beverages, snacks and all employee Happy Hours
  • Annual discretionary bonus award from the profit pool
  • Competitive compensation
  • Pension/retirement plans
  • Various health, wellbeing and lifestyle benefits
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