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Internal Sales Associate

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Santa Fe, NM
$50,000 - $55,000
Job Type
Direct Hire
Apr 19, 2018
Job ID
Internal Sales Associate, Wholesaler, Series 7 Registered Representative
LOCATION: Position is located in Santa Fe, New Mexico. Relocation assistance may be provided if you're an out of state candidate
Our client is a privately-owned global investment firm that offers a range of solutions for retail and institutional investors. We are driven by our mission to help our clients reach their long-term financial goals through fundamental research and active portfolio management. Founded in 1982 and headquartered in Santa Fe, New Mexico, we manage approximately $49 billion (as of June 30, 2017) across eight equity and eleven bond mutual funds, separate accounts for high-net-worth investors and institutional accounts, and five UCITS funds for non-U.S. investors.
Our client value integrity and believe in doing the right thing for our company and our clients. Our culture promotes teamwork, while providing opportunities for our employees to learn and grow in their professional careers.  In 2015 our client was named one of New Mexico's Best Places to Work.
LOCATION: Position is located in Santa Fe, New Mexico. Relocation assistance may be provided if you're an out of state candidate.
As a member of our top-performing sales team, the primary responsibility of the internal sales consultant (ISC) is to promote and sell investment products through financial advisors within a specific geographic region, working closely with the regional consultant (RC). Candidates must be proven self-starters who have a strong desire to succeed and to achieve goals in a timely manner.
•Identify and contact leading advisors through outbound calling efforts, mail/email campaigns, and referrals
•Work in tandem with the RC to develop and maintain working relationships with key Advisors and Firms
•Make a minimum number of outbound sales calls per day and handle associated issues. Duties include advisor scheduling, call-backs, and lead generation
•Respond to client inquiries, provide ongoing communication with clients and prospects, and manage clients/prospects throughout the sales cycle, resulting in closed business.
•Cultivate new advisor relationships, and deepen existing relationships using various mutual fund and separate account products
•Serve as inside resource for industry and product information by developing strong knowledge of our products, the competition, the clients, and the marketplace
•Maintain contact relationship management database (SalesForce) used by the Sales Team to track meetings, advisor information, etc.
•Coordinate weekly meeting schedule for the Regional Consultant
•Process and maintain purchase orders for the region as well as other administrative duties

•Highly motivated self-starter: Enthusiasm for the industry, a positive attitude, and a drive to succeed are essential to this role
•Excellent verbal and written communication skills
•Proven results and demonstrated sustainable success in a competitive sales environment
•Excellent ability to build relationships within our team, across our organization, and with our clients
•Strong organizational and time management skills
•Ability to thrive in a deadline-oriented atmosphere, with exceptional analytical skills and attention to detail
•Ability to learn and demonstrate industry and product knowledge and make client presentations
•Prior experience in sales of financial products preferred
•Prior internal sales desk experience preferred
•Experience using Salesforce preferred 
•Bachelor’s Degree strongly preferred
SEC Series 7 required
•Limited travel
•Must be able to work at a computer for up to 8 hours a day.