Internal Sales Associate

Victory Capital•Boston, MA
•$47,000 - $50,000

About The Position

Victory Capital is seeking an Internal Sales Associate in Boston, Massachusetts. The role provides inbound telephone sales coverage and administrative assistance related to communicating sales information to the broker-dealer community. The associate responds to registered representatives’ inquiries about funds, marketing, and sales information, while identifying quality sales leads for Internal Sales Directors (ISDs) and Regional Sales Directors (RSDs). The position also supports sales teams, provides coverage for absent ISDs, and participates in outbound sales initiatives as assigned. The position reports to the Head of Training, Practice Management, Deputy Manager Internal Sales Directors. The target base salary range is $47,000–$50,000. Total compensation may include annual compensation bonuses and/or commissions, in addition to benefits. Salary decisions consider factors including internal equity, market data, skills, relevant experience, degrees, and certifications.

Requirements

  • Bachelor’s degree or equivalent work experience.
  • Series 7 and Series 63 registrations are needed; candidates without the preferred registrations will be expected to obtain them in accordance with Victory Capital’s policy.
  • Knowledge of the financial marketplace, including stocks, bonds, international investing, and currency.
  • Self-motivation and attention to detail, with the ability to work autonomously and collaboratively in a fast-paced environment.
  • Strong verbal and written communication skills.
  • Flexibility with work schedule.

Nice To Haves

  • SIE registration preferred.
  • One year of customer service experience preferred.
  • Financial services or mutual fund industry experience is a plus.
  • Some sales experience preferred.

Responsibilities

  • Respond to incoming inquiries from registered representatives regarding fund, marketing, and sales information, while asking proactive questions to generate quality sales leads for Internal Sales Directors and Regional Sales Directors.
  • Provide sales support to Internal Sales Directors, Regional Sales Directors, and the Sales Desk Manager.
  • Provide backup support for absent Internal Sales Directors by conducting outbound sales calls at the manager’s direction and working closely with the Regional Sales Director.
  • Maintain an above-average balance of inbound calls taken and total available time for incoming calls.
  • Provide coverage for outgoing sales initiatives as assigned by management and Internal Sales Directors.

Benefits

  • Medical plans
  • Dental plans
  • Vision plans
  • Flexible PTO
  • Family medical leave
  • Disability leave
  • Education tuition reimbursement
  • 401(k) plan with a generous employer match
  • Opportunity for annual compensation bonuses and/or commissions
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