Outside Sales Representative – Software
Global Payments Inc.
Wealth Management Sales Consultant, Digital Assets
Franklin Templeton
full-time
Posted on:
Location Type: Office
Location: Chicago • California, Illinois, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $78,000 - $90,000 per year
Job Level
Junior
About the role
- Partner with the Sales lead to drive adoption of Franklin Templeton’s Digital Assets products that face the Wealth Management channels, globally.
- Conduct proactive outbound sales calls, webinars, and virtual meetings with financial advisors, RIAs, and broker-dealers to generate leads, deepen relationships, and accelerate adoption.
- Serve as the first line of contact for inbound client inquiries—responding quickly with product knowledge, sales support, and service excellence.
- Educate, nurture, and convert prospects by acting as a subject matter resource on digital assets for both clients and internal sales partners.
- Prepare sales materials, pipeline reports, and account updates to support external coverage and ensure seamless follow-up on opportunities.
- Collaborate with marketing on tailored campaigns, outreach, and educational initiatives; track engagement results and adjust strategies as needed.
- Support pre- and post-meeting logistics, including scheduling, preparing presentations, coordinating events, and managing follow-up actions.
- Maintain detailed CRM records of client interactions, pipeline activity, and territory performance metrics.
Requirements
- Some sales, client service, digital assets, asset management or financial services experience
- FINRA licensed (Series 7, 63, etc.) required or ability to obtain within a set timeframe
- Strong sales orientation with demonstrated success generating leads and supporting revenue growth
- Excellent communication and presentation skills, with confidence engaging clients virtually and by phone
- Strong organizational and analytical skills, with experience managing pipelines and reporting in CRM systems
- Knowledge of digital assets, tokenization, and emerging distribution models preferred
- Collaborative team player with the ability to work closely with external sales, marketing, and product teams
- Have an ownership mentality, demonstrate a sense of urgency and desire to win
- Able to learn quickly, be a great teammate, and lead by example
- Highly motivated, possess critical reasoning skills, and an ability to incorporate direct feedback
- Excellent communicator with strong interpersonal skills, both over the phone and in person.
Benefits
- Three weeks paid time off the first year
- Medical, dental and vision insurance
- 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
- Employee Stock Investment Program
- Tuition Assistance Program
- Purchase of company funds with no sales charge
- Onsite fitness center and recreation center*
- Onsite cafeteria*
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
salesclient servicedigital assetsasset managementfinancial serviceslead generationpipeline managementreportingtokenizationemerging distribution models
Soft skills
strong sales orientationexcellent communication skillspresentation skillsorganizational skillsanalytical skillscollaborative team playerownership mentalitysense of urgencyhighly motivatedcritical reasoning skills
Certifications
FINRA licensedSeries 7Series 63
