Internal Wholesaler - Market Sales Partner

American Century Investments • Kansas City, MO

110d • Hybrid

About The Position

The ICSG Team includes Specialists that drive sales with financial intermediary clients in the Wealth Management or Retirement space. The ICSG Avantis Specialist is focused on building relationships with Wealth Management clients who are using or have the potential to use the Avantis ETF and/or Mutual Fund solutions. The primary responsibility of the ICSG Avantis Specialist is to partner with Avantis Relationship Director(s) within a geographical territory to generate sales opportunities in Avantis products by providing financial insight, product information and using a consultative sales process to find opportunities and drive sales.

Requirements

• Bachelor's degree in a related field or an equivalent combination of education and work experience.
• Two to three years Internal Sales team experience preferred.
• Deep understanding of the financial intermediary marketplace and ability to interpret and translate the impact of capital markets on our firm and our products.
• Knowledge of Avantis solutions, platform availability, and competitive positioning.
• Series 7 license.
• Demonstrated interpersonal, investment analysis, written and verbal communication skills required.
• Expert level Salesforce skills and ability, including pipeline management, reports, and call notes.
• Working knowledge of Microsoft Office, Morningstar, Morningstar Direct, Outlook.

Responsibilities

• Build and maintain positive relationships with Avantis Relationship Directors, involving extensive collaboration on territory management, client contact strategy, and product positioning.
• Form relationships directly with clients through phone conversations, following the sales process to move relationships forward and ask for business.
• Be the central point of contact between Avantis Relationship Directors, ETF Specialists, Division Strategist, and WM Consultant/Specialist teams.
• Leverage tools and resources to illustrate Avantis product benefits over competitors.
• Lead sales pipeline, including discovery and maintenance of each opportunity, requiring regular conversations with clients on status and position in the sales cycle.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree