Internal Wholesaler / Investment Consultant

Natixis Investment Managers•Boston, MA

21h•Hybrid

About The Position

The Investment Consultant is an internal sales associate who partners with field sales professionals to provide client service, build relationships and promote Natixis’ solutions to financial advisor clients. This is a hybrid position is located in Boston, MA.

Requirements

Bachelor’s degree or equivalent work experience.
SIE, Series 7 & 63 licenses (or equivalent) or Series 6 and 63 (with a commitment to obtain the SIE and Series 7 upon hire) are required. Previously held series 7 and 63 licenses that are inactive will be considered, provided that all required exams are retaken and passed within three months of being hired.
Minimum 1 year of experience in financial sales or financial services industry.
Proven ability to build and maintain relationships both internally and externally.
Ability and desire to learn about financial markets and financial solutions.
Ability to work in team environment and build partnerships to achieve common goals.
Excellent time management, prioritization and organizational skills, with a proven track record of delivering effective results.
Strong written and verbal communication skills

Nice To Haves

Understanding of sales technology tools a plus (i.e. Seismic, Salesforce, Y Charts, MPI etc).

Responsibilities

Provide proactive sales support and client service within a defined territory via phone, email and virtual meetings.
Work as a partner with field sales to develop and execute a sales strategy to meet or exceed sales goals.
Create a strong follow up process and daily sales plan to foster sales leads and deliver on client expectations.
Document relevant client interactions in the client relationship management (CRM) system.
Leverage data intelligence to create targeted sales and service campaigns.
Develop strong market and product knowledge to effectively communicate and demonstrate credibility with clients.
Ensure timely completion of tasks for assigned marketing and sales campaigns.
Meet or exceed daily, weekly and monthly sales activity targets.