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- Provide support to Regional Director covering specific geographical territory
- Act as a liaison between wholesalers and broker/consultants
- Initiate and maintain sales and service relationship with broker consultants to promote the sale of the company's products
- Responsible for mailings/literature requests
- Will be point of contact with brokers, financial consultants, banks, and planners to maximize sales
- Recruiting and maximizing new business prospects
- Bachelor's degree preferred
- Minimum of 2 years of related industry experience preferred
- FINRA Series 7, & 63 or 66 licenses required and mutual fund/investment sales experience preferred
- Must meet required outbound call/contact activity levels as set by Manager
- Strong computer skills: MS Word, Excel, and PowerPoint
- Excellent verbal and written communication skills
- Must be a self starter and demonstrate a passion for sales
Internal Sales Consultant - Boston, MA, United States - Morgan Stanley
Description
Morgan Stanley Investment Management (MSIM"), together with its investment advisory affiliates, operates in 23 countries with $1.5 Tn in assets under management or supervision as of December 31, 2023Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide
Basic Purpose:
Providing support to Regional Director and maintaining sales/service relationships with brokers
Primary Responsibilities:
Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools
We want to be the first choice for prospective employees
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet)