Insurance & 529 Regional Director - Midwest Territory - Milwaukee, United States - Franklin Templeton

Description

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world

We are seeking a Regional Director in Franklin Templeton's Insurance, Retirement, and 529 channel who would be responsible for covering the Midwest region. The territory includes North and South Dakota, Nebraska, Minnesota, Iowa, Wisconsin, Illinois, Michigan, Indiana, and Ohio. This professional will be responsible for developing and deepening relationships with variable annuity and insurance partners, as well as internal partners, across the Midwest territory.

The ideal candidate will reside in Illinois, Ohio, Michigan, Minnesota, Wisconsin, or Indiana.

What are the ongoing responsibilities of the Insurance & 529 Regional Director?

Using discretion, judgment, and the highest level of ethical standards, the Regional Director will be responsible for driving sales of Franklin Templeton strategies placed at our insurance and select 529 clients throughout the territory. They will play an instrumental role in strengthening our client relationships and building Franklin's brand awareness and market dominance.

• Develop and deepen relationships across client distribution organizations including internal and external wholesaling teams, sales management, and home offices.
• Execute business plan that aligns with the goals of the Insurance, Retirement, and 529 channel.
• Secure opportunities to present to groups of financial advisors, internal wholesalers, and external wholesalers at a variety of events to provide value add content, economic updates, and strategy sales ideas.
• Train wholesaling teams on Franklin strategies and marketing resources to support sales efforts.
• Ensure alignment with Strategic Account Team priorities to pursue new mandates and product placements.
• Collaborate with internal stakeholders including teammates, marketing, product management, and Franklin's multiple investment management organizations in order to surpass client expectations and offer world class support to sales efforts.
• Create and communicate client specific sales ideas to increase Franklin's market share.
• Remain a student of the market and industry.
• Maintain client engagement activities in Franklin's CRM system.
• Manage expenses in a timely manner and adhere to corporate and regulatory guidelines for advisor and firm sponsorships.

What ideal qualifications, skills & experience would help someone to be successful?

• Must have the highest ethical standards and display both professional and personal integrity
• Highly effective team player
• Flexible, adaptable, and able to travel up to 75% of the time
• Bachelor's degree
• FINRA Series 7 and 63
• Ability to leverage technology to increase efficiency and productivity
• 5 years relevant experience
• Intellectually curious around the markets and financial services industry
• Superb public speaking and presentation skills
• Able to identify sales opportunities and anticipate client needs
• Self-starter and motivated
• Able to work in a fast-paced environment that experiences constant change
• Strong negotiation skills
• Ability to manage expense budget effectively
• Goal oriented and results driven
• Strong interpersonal skills with ability to develop strong relationships with clients, colleagues, and internal partners

Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary-designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation.We expect the salary for this position to range between $125,000 - $140,000.

Experience our welcoming culture and reach your professional and personal potential

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

Hear more from our employees

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered.

Learn more about the wide range of benefits we offer at Franklin Templeton

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.