Internal Sales Associate - Boston, United States - Franklin Templeton Investments

Franklin Templeton Investments

Verified Company

Boston, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

What is the Wealth Management Internal Sales Team responsible for?

The Wealth Management Internal Sales Team is dedicated to delivering world-class consultative sales and relationship management support to financial advisors.

What is the Internal Sales Associate responsible for?

The Internal Sales Associate is the entry-level sales position on the Wealth Management Internal Sales Team and considered the gateway to career growth at Franklin Templeton.

The Wealth Management Internal Sales Team is dedicated to delivering world-class consultative sales and relationship management support to financial advisors.

Upon completion of the Associate program (4-8 months) associates are eligible for promotion to Internal Sales Consultant.

What are the ongoing responsibilities of an Internal Sales Associate?- Complete a comprehensive training program focused on the financial markets, financial products, key client segments, technology tools, portfolio construction sales skills, and overall professional development.- Obtain the SIE, Series 7, and Series 63 licenses with FINRA (Financial Industry Regulatory Authority) within first days. Build a strong understanding of the financial services industry and the financial markets.- Develop acumen on Franklin Templeton's suite of products to provide solutions to financial advisors.- Acquire fundamental knowledge of key competitor products to position with Franklin Templeton products and services.- Develop strong communication and sales skills, including the ability to deliver effective presentations both internally and externally.- Field questions regarding Franklin Templeton products and strategies.- Provide information and insights to clients regarding market/industry trends and Franklin Templeton products, services, and resources.- Work with an assigned peer mentor throughout the training program, and receive regular coaching, training, and feedback from leadership.

What ideal qualifications, skills and experience would help someone to be successful?- Financial industry experience preferred, including work experience, internships, and college coursework.- Proficiency with MS Office Suite Highly motivated and thrive in a fast-paced environment. Exceptional communicator with strong time management skills. Focused on effective communication and interpersonal skills, over the phone and in person. Willing to embrace constructive feedback with a focus on improvement. Team player who leads by example. Passionate about the financial markets with an interest in continuous learning.

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