Regional Sales Consultant (Internal Wholesaler)
About The Position
The Strategic Sales & Service department is a critical function within our organization that is responsible for the sales and servicing of AllianceBernstein’s mutual funds and separately managed account products, in direct partnership with our external sales force, in our U.S. Retail distribution channel. The department’s primary objectives are to promote sales of the firm’s proprietary investment services through third-party distribution channels while gaining a thorough understanding of client needs, assist in the development of relevant sales ideas, create outcome-oriented solutions for our clients and to support our clients in the development of sound business practices. We are looking for a Regional Consultant for our Strategic Sales & Service department which is dedicated to supporting firm sales initiatives, client servicing and relationship-building efforts in partnership with an external wholesaler in an assigned territory. This is an opportunity to promote the sale of the firm’s proprietary investment services through third-party distribution channels while gaining an understanding of client needs and assisting with development of relevant sales ideas. Over time this role helps prepare and develop an individual for potential external wholesaler or additional opportunities across the firm in areas across the Client Group and beyond.
Requirements
- Bachelor’s degree, preferably in Finance, Economics, or Marketing, with excellence in academics and strong leadership experience
- Two years of financial industry experience is preferred
- Client focus and detail oriented with a strong ability to multi-task and work under pressure in a fast-paced environment
- Self-starter, strong analytical skills, and have an interest in mastering all aspects of the retail investment management business and capital markets
- Comfortable working independently while also collaborating as part of a team
- Registered with Series 7 & 63 or 66 licenses
Responsibilities
- Understanding our firm’s mission and values as well as product offerings in the U.S. retail market
- Working closely with external wholesaler to develop sales and servicing strategy in order to manage assigned sales region effectively
- Making proactive servicing and sales calls to existing and prospective clients; receiving inbound calls from existing and prospective clients
- Partnering with external wholesaler to ensure we maintain a high level of quality activity and take advantage of strategic opportunities
- Supporting the external wholesaler to make sure we meet the expectations and execute the requests for our clients
- Conducting competitive analysis to identify new opportunities and advance the sales process with existing opportunities
- Periodic travel into sales region
Benefits
- Inclusive culture that rewards hard work
- Culture of intellectual curiosity and collaboration
- Environment where you can thrive and do your best work
- Fully invested in you
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
