Internal Sales Associate
Franklin Templeton
full-time
Posted on:
Location Type: Office
Location: Boston • Connecticut, Florida, Massachusetts • 🇺🇸 United States
Visit company websiteSalary
💰 $60,000 - $70,000 per year
Job Level
JuniorMid-Level
About the role
- Complete a comprehensive training program focused on the financial markets, financial products, key client segments, technology tools, portfolio construction sales skills, and overall professional development
- Obtain the SIE, Series 7, and Series 63 licenses with FINRA within first 90-180 days
- Be the first point of contact to provide regional sales support for both our internal and external sales teams in the form of research, inbound/outbound telephone, and email communication
- Build a strong understanding of the financial services industry and the financial markets
- Develop acumen on Franklin Templeton’s suite of products to provide solutions to financial advisors
- Acquire fundamental knowledge of key competitor products to position with Franklin Templeton products and services
- Develop strong communication and sales skills, including the ability to deliver effective presentations both internally and externally
- Field questions regarding Franklin Templeton products and strategies
- Provide information and insights to clients regarding market/industry trends and Franklin Templeton products, services, and resources
- Work with an assigned peer mentor throughout the training program, and receive regular coaching, training, and feedback from leadership
Requirements
- BA or BS degree required
- SIE licensed is preferred, but not required upon application
- Financial industry experience preferred, including work experience, internships, and college coursework
- Proficiency with MS Office Suite
Benefits
- Annual discretionary bonus
- 401(k) plan with a generous match
- Competitive healthcare options
- Insurance and disability benefits
- Employee stock investment program
- Learning resources and career development programs
- Reimbursement for certain education expenses
- Paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays)
- Motivational wellbeing program
- Flexible medical, dental, and vision insurance
- Corporate Pension Plan
- Purchase company funds with no sales charge
- Competitive vacation package that includes three annual personal days
- Company paid short-term and long-term Disability Insurance
- Education assistance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial marketsportfolio constructionsales skillsfinancial productsmarket trendspresentation skillsresearch skillscommunication skills
Soft skills
professional developmentclient communicationteam collaborationcoachingfeedback reception
Certifications
SIESeries 7Series 63