Internal Sales Associate
Franklin Templeton•Stamford, FL
About The Position
The Internal Sales Associate is the entry-level sales position on the Wealth Management Internal Sales Team and is considered the gateway to career growth at Franklin Templeton. The Wealth Management Internal Sales Team is dedicated to delivering world-class consultative sales and relationship management support to financial advisors. Upon completion of the Associate program (4-8 months), associates are eligible for promotion to Internal Sales Consultant.
Requirements
- BA or BS degree required.
- Proficiency with MS Office Suite.
- Highly motivated and thrive in a fast-paced environment.
- Exceptional communicator with strong time management skills.
- Focused on effective communication and interpersonal skills, over the phone and in person.
- Willing to embrace constructive feedback with a focus on improvement.
- Team player who leads by example.
- Passionate about the financial markets with an interest in continuous learning.
Nice To Haves
- SIE licensed is preferred, but not required upon application.
- Financial industry experience preferred, including work experience, internships, and college coursework.
Responsibilities
- Complete a comprehensive training program focused on the financial markets, financial products, key client segments, technology tools, portfolio construction sales skills, and overall professional development.
- Obtain the SIE, Series 7, and Series 63 licenses with FINRA (Financial Industry Regulatory Authority) within first 90-180 days.
- Be the first point of contact to provide regional sales support for both our internal and external sales teams in the form of research, inbound/outbound telephone, and email communication.
- Build a strong understanding of the financial services industry and the financial markets.
- Develop acumen on Franklin Templeton’s suite of products to provide solutions to financial advisors.
- Acquire fundamental knowledge of key competitor products to position with Franklin Templeton products and services.
- Develop strong communication and sales skills, including the ability to deliver effective presentations both internally and externally.
- Field questions regarding Franklin Templeton products and strategies.
- Provide information and insights to clients regarding market/industry trends and Franklin Templeton products, services, and resources.
- Work with an assigned peer mentor throughout the training program, and receive regular coaching, training, and feedback from leadership.
Benefits
- Annual discretionary bonus
- 401(k) plan with a generous match
- Recognition rewards
- Competitive healthcare options
- Insurance
- Disability benefits
- Employee stock investment program
- Learning resources
- Career development programs
- Reimbursement for certain education expenses
- Paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays)
- Motivational wellbeing program
- Three weeks of PTO in your first year
- Competitive medical, dental, and vision insurance
- 85% company match on pre-tax and/or Roth contributions, up to IRS limits
- Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
- Learning Education Assistance Program (LEAP)
- Opportunity to purchase company funds with no sales charge
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
