Internal Sales Director

Victory Capital•Boston, MA

1d•Onsite

About The Position

The Internal Sales Director role will combine a basic knowledge of the investment management business, the ability to produce sales reporting and business intelligence for the team, and the support of a sales territory alongside a Victory Capital Regional Sales Director. The Internal Sales Director provides effective telephone sales and territory management support for the territory. Base plus commissions. You will report to the Head of Internal Sales Directors, Practice Management and Sales Enablement Strategists.

Requirements

Bachelor’s degree and 2 years equivalent work experience.
Series 6 and 63 required.
Series 7 mandatory within three months of date of hire.
Knowledge of the financial marketplace including, but not limited to: stocks, bonds, international investing, currency, etc.
Team-oriented and self-motivated.
Strong verbal and written communication skills.
Flexible with work schedule.

Nice To Haves

Preferred at time of hire

Responsibilities

Work together with the Regional Sales Director in the implementation and execution of the territory marketing and sales plan.
Spend approximately 75-80% of time initiating sales calls and emails to financial professionals in order to promote and sell Victory products.
Contact financial advisors after Regional Sales Director visits to provide additional information, obtain feedback about the meeting and utilize needs-based selling techniques to inquire about additional product needs.
Develop new prospects and maintain existing relationships in order to increase sales in the territory.
Travel within territory to help generate sales.
Facilitate virtual calls for advisors with Portfolio Management team.
Prepare and provide hypothetical investment reports and research in order to generate new business in the territory.
Leverage advisor and industry data to target the right advisor with the right product to sell smarter and shorten the sales cycle.
Use technology and AI tools like Saleforce, Power BI and in-house tools to quarterback the sales process for the territory.
Provide inbound phone queue coverage, as necessary, responding to product, sales and marketing questions presented by advisors calling the department’s inbound 800 number.
Rely on extensive industry knowledge and experience in assist the wholesaler in achieving established sales goals for the territory.