Internal Sales Associate, Global Wealth

The Carlyle Group•New York, NY

11d•Onsite

About The Position

The Internal Sales Associate’s role is to provide sales support for an assigned geographic territory while assisting the External Regional Specialist and the Internal Analyst in client service-related activities. They will gain an understanding of the region, assist in prospecting efforts to develop relationships, and actively solicit new investment product sales through telephone outreach to Financial Advisors at Independent Broker Dealers or other assigned distribution networks. The position will aid the External Regional Specialist in pursuit of territory sales goals through sharing sales ideas, providing product information, gathering marketing data, and offering general sales support. Additionally, the role will actively maintain existing sales relationships by providing fund updates, qualify and schedule meetings with new prospects and on occasion participate in calls/meetings with end clients. The Internal Sales Associate will participate in weekly team meetings and be expected to share sales and service-related experiences and best practices with other members of the Carlyle Global Wealth internal sales team. They will work with their regional team to help streamline efficiencies and work on ad-hoc projects. The Internal Sales Associate is an integral part of the success of the territory and this role provides the opportunity to gain broad and varied experience and career advancement.

Requirements

College degree required.
Min GPA 3.30
FINRA Series 7 and 63 required (or must be obtained within 90 days)
4-5 years of prior Sales / Marketing experience is preferred.
Knowledge of financial services, particularly alternative investments, a plus
Must have the ability to work in a challenging and collaborative environment
Possess a strong desire to compete and win
Possess excellent oral and written communication skills
Possess excellent interpersonal and customer service skills
Proven ability to pay attention to detail and multi-task
Must have strong relationship building skills
Must be a detail-oriented, well-organized self-starter with high energy and creativity
Proficiency with Microsoft Office skills especially Word, Excel, and PowerPoint.

Nice To Haves

Knowledge of financial services, particularly alternative investments, a plus

Responsibilities

Make proactive, outbound sales calls to financial advisors in geographic territory to identify prospects and schedule quality meetings for the External Regional Specialist with producing or potentially producing financial advisors. Develops relationships, uncovers opportunities, and initiates sales process.
Follow-up with incoming leads as well as answer incoming phone calls and email inquiries generated by External Regional Specialist, conduct marketing and/or email campaigns.
The Internal Sales Associate is the first line of defense for all client service-related issues. The successful candidate will work closely with various internal stakeholders, including Legal, Compliance, Accounting/Tax and various product specialists and fund management professionals to solve service items for clients of Carlyle Private Wealth.
Work closely with team members to develop and execute an appropriate business plan to maximize territory sales.
Assist with administrative duties when necessary, including organizing and maintaining spreadsheets and entering activity into DealCloud CRM.