- Proactive prospecting and scheduling calls for regional territories.
- Handle incoming phone calls from brokers and shareowners using multiple systems to answer questions regarding product information (., fund objectives, portfolio holdings, yield and total return information and retirement plan accounts), general account information (., procedures for performing certain transactions, share balances, legal requirements for specific registrations, price information, and account verifications).
- Analyze nature of account problems. Enters transaction requests for research on calls which cannot be immediately resolved. Recommends accurate solutions to resolve problems within established time frames. Monitors these items daily to insure accurate and timely completion. Communicates resolution to caller once research has been completed.
- Identifies and resolves account issues.
- Works closely with Operations department.
- Provides status on pending problems to the customer while maintaining proper communications with the sales team.
- Provides support to the sales team on managing projects.
- Assists in sales territories scheduling needs
- Keeps current on procedural changes, information updates, market updates and newsletter information. Organizes the information to communicate with the customer effectively and efficiently.
- Generates outgoing correspondence (such as cover event invitations, as required.
- Performs related duties as required.
- Bachelor's degree from an accredited institution.
- One or more years' sales/marketing experience.
- Series 7 and 63 licenses within 90 days.
- Must be able to think strategically, provide direction, be an effective communicator/deliver presentation, influence others and have strong work commitment.
- Must develop strong product knowledge (REITS) and be able to sell.
- Maintain current product and industry knowledge.
- Advanced Word, Excel, and PowerPoint.
- Must also demonstrate flexibility, enthusiasm, and a willingness to learn while ensuring that all deadlines are met.
- Ability to manage multiple tasks.
- Excellent written, verbal communication and presentation skills.
- Ability to perform in a fast-paced, team driven environment.
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Internal Sales Associate - Houston, United States - Hines
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Description
Overview
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 for 2024. Discover endless opportunities to grow and make your mark at Hines.
Responsibilities
As an Internal Sales Associate with Hines, you will support the sales effort by making proactive outbound sales calls, answering inbound sales and service calls, assisting the regional sales territories and operations teams, while providing support for projects managed by Sales Management. Responsibilities include, but are not limited to:
Qualifications
Minimum Requirements include:
Closing
Hines is a global real estate investment, development and property manager. The firm was founded by Gerald D. Hines in 1957 and now operates in 30 countries. We manage a $93.2B1 portfolio of high-performing assets across residential, logistics, retail, office and mixed-use strategies. Our local teams serve 857 properties totaling over 270 million square feet globally. We are committed to a net zero carbon target by 2040 without buying offsets.