Internal Wholesaler / Investment Consultant

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

Natixis Investment Managers is a company dedicated to fostering a culture of collaboration, diversity, and inclusion. The Investment Consultant role involves providing sales support and client service while partnering with field sales professionals to promote investment solutions to financial advisors.

Responsibilities

Provide proactive sales support and client service within a defined territory via phone, email and virtual meetings
Work as a partner with field sales to develop and execute a sales strategy to meet or exceed sales goals
Create a strong follow up process and daily sales plan to foster sales leads and deliver on client expectations
Document relevant client interactions in the client relationship management (CRM) system
Leverage data intelligence to create targeted sales and service campaigns
Develop strong market and product knowledge to effectively communicate and demonstrate credibility with clients
Ensure timely completion of tasks for assigned marketing and sales campaigns
Meet or exceed daily, weekly and monthly sales activity targets

Skills

Bachelor's degree or equivalent work experience
SIE, Series 7 & 63 licenses (or equivalent) or Series 6 and 63 (with a commitment to obtain the SIE and Series 7 upon hire) are required
Previously held series 7 and 63 licenses that are inactive will be considered, provided that all required exams are retaken and passed within three months of being hired
Minimum 1 year of experience in financial sales or financial services industry
Proven ability to build and maintain relationships both internally and externally
Ability and desire to learn about financial markets and financial solutions
Understanding of sales technology tools a plus (i.e. Seismic, Salesforce, Y Charts, MPI etc)
Ability to work in team environment and build partnerships to achieve common goals
Excellent time management, prioritization and organizational skills, with a proven track record of delivering effective results
Strong written and verbal communication skills

Benefits

Comprehensive medical, dental and vision insurance
Paid time off
401k plan
Tuition reimbursement
Student loan repayment program
Wellness benefits
Volunteer programs

Company Overview

Natixis Investment Managers’ multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 15 active managers. It was founded in 1984, and is headquartered in Paris, Ile-de-France, FRA, with a workforce of 201-500 employees. Its website is https://www.im.natixis.com.

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