Internal Wholesaler, Sales
(DBA) American Beacon Partners•Irving, TX
•Hybrid
About The Position
This position is responsible for providing internal sales effort, phone coverage, and working closely with American Beacon's "external" wholesalers to pro-actively solicit business. The Internal Wholesaler must have comprehensive knowledge of the firm's investment products and marketing campaigns.
Requirements
- Bachelor's degree, preferably in investment management, finance, business, or related field
- Three or more years of experience in an investment management or related business
- In-depth understanding of the industry, financial concepts, product knowledge, investment management and client-service strategies
- Strong interpersonal, presentation, oral and written communication skills
- Planning organization, analytical and technical skills
- Series 7 & 63 required; CIMA preferred
Responsibilities
- Initiate and/or follow up on sales calls
- Provide intermediaries with sales ideas
- Identify new sales opportunities
- Provides External Wholesalers with telephone coverage and sales effort
- Help launch new products
- Answer product questions
- Provide performance data
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
11-50 employees
