Full-timeEstimated: $51,000 - $66,000 a year
- Communication skills
- Series 7
- Investment management
- Microsoft Office
- Bachelor's degree
Full Job Description
The primary responsibility of the Regional Associate is to provide sales support to prospects, clients, External and Internal Wholesalers within Intermediary sales. Individuals in this role are expected to have sales related conversations while responding to client requests for information. While these conversations are conducted primarily through inbound calls some outbound calling is required. This role will work closely with internal and external sales forces and other Regional Associates in support of the assigned territories.
Understand American Century's products and services to accurately sell our offerings to Intermediary sales clients and prospects. This will involve extensive telephone contact, primarily inbound, and documentation of activities in our client management database. Respond to e-mail questions from clients and ensure adequate coverage to capture all inbound inquiries. Qualify new leads and identify opportunities through outbound calling to qualified and potential prospects and clients.
Utilize fund analysis and other research tools to strategically leverage and differentiate our product offerings. Continually build and maintain knowledge of American Century investment management, products, industry events, value added tools, and recent developments impacting clients.
Complete specific assignments from assigned Internal Wholesaler partners as requested and back-up support for internal Wholesalers as needed.
Participate in training and assist with special projects and task forces.
Bachelor’s degree in a related field or an equivalent combination of education and work experience.
One to two years financial industry experience preferred.
Completion of Series 6 and 63 required within 1 month of employment date.
Series 7 Preferred
Demonstrated interpersonal, investment analysis, written and verbal communication skills required.
Working knowledge of Microsoft Office, Morningstar Principia and Zephyr StyleAdvisor, Outlook and Salesforce CRM software preferred.
Working Conditions: Extended sitting, ability to use a computer monitor for an extended period of time.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be a complete list of all responsibilities, duties, and skills required.