Now Hiring - The TCW Group, Inc. - Internal Sales Associate in Boston, MA
Internal Sales Associate in Boston, MA
Benefits:
yesLocation:
Boston, MAFull description of the position
Position Summary
The Internal Sales Associate partners with TCW's Regional Sales Consultants (external wholesalers) to source, develop and enhance financial advisor relationships in the National & Independent Broker-Dealer channels, RIAs, and Family Offices. They will communicate with financial professionals on a wide range of investment related topics including: portfolio process & philosophy, positioning, outlook, performance, risk metrics and related capital market developments. This position provides the opportunity to develop investment management sales skills in a dynamic and team-oriented environment. Overtime, the Internal Sales Associate will receive increasing sales responsibilities in an effort to enhance territory coverage and net new business.
Essential Duties
- Partner with external wholesalers to optimize and grow territory coverage and market share
- Proactively engage with financial advisors via phone and other digital means to build relationships, educate them on TCW's investment solutions and raise net new assets.
- Provide timely market perspectives, sales literature, analytics and service deliverables
- Implement periodic sales and marketing campaigns
- Actively participate in ongoing professional development and training
- Participate in periodic travel to support advisor relationships & marketing initiatives
Required Qualifications
- Bachelor's Degree in a business or finance related major preferred
- Minimum of 2 years Sales experience, preferably within financial services
- Series 7 & 63 Licenses (or attained within first 90 days) Professional Skills
Qualifications
- Curiosity to develop expertise in capital markets & financial instruments
- Ability to take initiative and be a problem solver
- Excellent communicator with strong presentation skills
- Ability to work in a fast-paced and collaborative work environment
- Ability to prioritize and manage multiple tasks Desired
Qualifications
- Salesforce CRM Experience Estimated
Compensation
: Base Salary: For a CA / MA based position, the base salary range is $80k. This is an anticipated range only. Other
Compensation
: Eligible to be considered for an annual discretionary bonus
Benefits
: Eligible for TCW's comprehensive benefits package. See more information here. LI-JS1 Warning This job is currently not in the iCIMS Social Distribution system.
The TCW Group, Inc.
501 to 1000 Employees
1982
Investment & Asset Management
Financial Services
Unknown / Non-Applicable
2 Yes (amount not posted)
The TCW Group, Inc.
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The TCW Group, Inc.
2 Yes (amount not posted)