Internal Wholesaler, Sales

DBA • Irving, TX

9d • 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

Nice To Haves

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level