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    Defined Contribution Retail Sales Associate - Boston, United States - Black Women Connect

    Black Women Connect
    Black Women Connect Boston, United States

    4 weeks ago

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    Description

    **Location:** Boston, MA United States Job Title: Defined Contribution Retail Sales Associate **Position Type:** Full Time **Post Date:** 02/24/2022 **Expire Date:** 04/24/2022 **Job Categories:** Financial Services Job Description **Defined Contribution Retail Sales Associate**

    Within the Client Businesses Group at BlackRock, we pride ourselves on building, communicating, and delivering investment solutions for clients worldwide. Its our mission to lead the way with better retirement outcomes and investment solutions and keep our clients at the center of everything we do in an ever-changing investment landscape, its up to us to provide real solutions to our clients problems.

    We serve institutional and retail clients, including pension funds, foundations, endowments, official institutions, insurance companies, sub-advisory relationships, high net worth individuals, family offices, and private banks. Further, we work to cultivate relationships with key distributors of our investment products, such as broker-dealers, banks, registered investment advisers, financial planners, insurance companies, and building societies.

    BlackRock's U.S. and Canada Defined Contribution Group (USCA DC), is one of BlackRock's most dynamic businesses and has been recognized as a primary engine for future revenue growth. By focusing on sales of BlackRock products through defined contribution plan platforms and as distributed by wirehouses, banks, independent broker dealers, and RIAs, USCA DC has helped solidify BlackRock's position as a top provider of defined contribution plan investment solutions.

    Role Description:

    As a Defined Contribution Associate, you will partner with external Defined Contribution Consultant(s) to provide BlackRock products and solutions to financial advisors and consultants that focus on defined contribution plans. The Defined Contribution Associate will maintain a high level of client connectivity and represent the most comprehensive investment offering in the industry.

    Responsibilities:

    Proactively position and differentiate BlackRock and our investment products against competitor firms and products with financial advisors and recordkeeper partners through a phone-based consultative sales approach

    Build an efficient and thoughtful strategy to improve engagement and influence with financial advisors

    Expand existing client base by uncovering investment needs and presenting solutions

    Identify and pursue new opportunities by client profiling, lead identification, and follow-up activity

    Exhibit high level market knowledge and ability to converse with financial advisors on investment solutions and current economic and market conditions

    Understand dynamics of capital markets, impact to investor portfolios, and objective-based investing

    Be informed and capable of articulating trends and themes in the retirement marketplace

    Exceed client contact expectations and dedication to professional development

    Demonstrate strong understanding of competitive landscape

    Embrace the firms dedication to an outstanding client experience **Qualifications & Requirements**

    Skills & Qualifications:

    BA/BS degree required, emphasis on Finance, Economics, or Engineering preferred (MBA, CFA, CIMA, CFP a plus)

    2+ years of experience in mutual fund or brokerage industry preferred

    NASD Series 7 and 66 (or 63 & 65) required

    Previous sales/wholesaling experience preferred

    Strong written and oral communication skills

    Excellent listening and profiling skills

    Knowledge of investment trends, DC marketplace, and advisor best practices

    Proven MS Office skills, including: Word, Excel, and Outlook

    Motivated teammate with strong interpersonal, organizational, time management and problem-solving skills | Contact Information

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