Manager or Senior Manager – Private Wealth Internal Sales

Hines•Houston, TX

About The Position

When you join Hines, you will embark on a career journey fueled by vision and guided by leaders who set the standards of our industry. Our legacy is rooted in innovation and excellence, earning us a spot on Fast Company’s esteemed annual list of the World’s Most Innovative Companies, as well as recognition as one of U.S. News & World Report’s Best Companies to Work For in 2024. Discover endless opportunities to grow and make your mark at Hines. As a Manager or Senior Manager – Private Wealth Internal Sales with Hines, you will be responsible for overseeing Inside Sales Desk staff, adding value to brokerage clients, and exceeding sales goals. The Manager will plan, allocate, and monitor work to assure the attainment of department objectives; recommend appropriate staffing levels, provide input to the budget process, and other related people management actions. Job title based on experience.

Requirements

Bachelor's degree from an accredited institution
Two or more years of inside sales and people management experience in the financial services industry
Series 7and 63 licenses required, Series 24 within 90 days of employment
Ability to effectively lead, coach, and mentor a team of sales professionals and drive sales goals
Ability to think strategically, provide direction, be an effective communicator, influence others and have strong work commitment
Demonstrate proficiency in Microsoft Office software
Strong knowledge of investment market and company products and services
Attention to detail and accuracy
Demonstrate flexibility, enthusiasm, and a willingness to learn while ensuring that all deadlines are met
Demonstrate superior project management and multi-tasking skills, frequently managing multiple projects at one-time
Well-developed strengths in decision making, problem solving, initiative, follow through and collaboration
Work indoors approximately 100% of the time
Operate personal computer and other office equipment
Ability to lift up to 25lbs
Ability to travel approximately 10% of time
Work overtime as business needs deem appropriate

Responsibilities

Manage the team responsible for initiating and/or responding to telephone sales calls from/to new or prospective clients
Provide ongoing professional development of internal sales team through coaching, business planning, and facilitating training related to Hines products and sales process
Make proactive outbound phone calls to brokers to share ideas, provide accurate product information
Prepare sales reports for management
Work with senior management to develop the department's strategic plans, objectives, and goals
Travel to national and regional conferences to present products, build brand awareness, and establish rapport with prospective financial advisor partners
Attend strategic home office visits to establish relationships with key decision makers and encourage strategy alignment and product education
Assist in interview and hiring process for internal sales positions
Track metrics to make data-informed decisions about inside sales strategy
Collaborate with various departments including sales enablement, marketing, operations, and fund management to communicate needs, challenges, and opportunities and ultimately support fundraising endeavors
Stay informed about industry trends, best practices, and emerging technologies; incorporate relevant insights into sales approach and strategy
Ensure adoption of new technologies, processes and tools to optimize sales team effort
Identify inefficiencies in sales processes and protocol and work with Sales Enablement to provide solutions and improve productivity
Meeting monthly performance and service level goals, including internal customer satisfaction
Act as liaison to sales management and communicate client needs, market trends and competitive information