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Sales Director - Minneapolis, United States - Schroders
Description
Position Overview
The Sales Director – Sub Advisory, Midwest is an external wholesaling role responsible for maximizing Schroders brand recognition by developing strong relationships and proactively marketing Schroders' products and services to its Sub advisory clients. The successful candidate will report to National Sales Director and will be responsible for achieving sales goals, driving asset flows, increasing market share and firm visibility throughout the Midwest distribution footprint.
Responsibilities
Sales Management (80%)
-Develop an in-depth knowledge of Schroders' sub advisory product and services
-Demonstrate thorough knowledge of the variable annuity and Sub advisory industry
-Outbound communication to Sub advisory client's external and internal distribution teams to promote product positioning, thought leadership and investment/capital market views while increasing Schroders' market share
-Works with direct supervisor to create and implement a business plan to maximize presence and activity goals for the Sub advisory team
-Travel extensively within assigned territory and manage allocated travel and expense budget properly
-Cultivate new relationships and deepen existing relationships with clients' distribution teams by conducting territory travel, face-to-face meetings, group presentations, outbound call campaigns, hosting conference calls, and web-based sales meetings
-Represent Schroders at client events such as national and divisional sales meetings, sales desk training presentations, advisor presentations, etc.
-Provide excellent service to accounts to ensure growth and retention of assets and clients
-Assists client distribution teams in identifying sales opportunities and provide regular updates on industry trends
Administrative Responsibilities (20%)
-Work with contact relationship management database (Salesforce) to track meetings, advisor information, etc.
-Work with direct supervisor to create a rotation schedule and scheduling sales appointments
Basic Qualifications
-Bachelor's degree
-Minimum 5 years of sales experience in an internal, hybrid or external wholesaling role in the financial services industry
-Proven sales acumen, excellent communication and presentation skills with ability to build productive relationships; provide training and sales ideas
-Demonstrated experience conducting meetings and the ability to form relationships with financial professionals in a variety of settings; i.e., via phone, virtually, in-person
-Extensive investment product knowledge and understanding of financial concepts with the ability to cover a variety of investment topics
-Ability to balance multiple priorities and meet specific marketing/production objectives
-Motivated, collaborative, self-starter
-Valid driver's license
-Ability to travel (80%) of time
-FINRA licenses: Series 6 or 7 and 63 licenses
ADA
Schroder Investment Management North America Inc. complies with the Americans with Disabilities Act of 1990.
EEO/Affirmative Action
Schroder Investment Management North America Inc. is an affirmative action-equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, age, marital status, national origin, ancestry, sex, sexual orientation, gender identity or expression, intellectual disability, mental disability or physical disability, including, but not limited to, blindness, or protected veteran status.
