Internal Sales Consultant

Internal Sales Consultant
Company:

(Confidential)


Internal Sales Consultant

Details of the offer

Sales planning: in conjunction with the external Regional Consultant, align and execute territory business plans to improve the distribution of SPDR ETFs among financial advisors
Sales process: orchestrate a team selling process, using the expertise and resources within SPDR and State Street Global Advisors to deliver a full array of solutions
Client coverage: deliver excellent client service and quality outbound client engagement activity through multiple digital mediums (WebEx, Conference Calls, Phone Calls, Emails)
Business leadership: deliver risk excellence and support the business as a whole through internal and external relationship development
Required Qualifications:
Series 7 and 63 licensed
Bachelors degree, Masters or other advanced degree preferred
At least 3:4 years financial services experience
Superior oral and written communication skills
A strong familiarity of investment products and services, knowledge of ETFs a plus
Willingness and ability to travel periodically
Preferred Qualifications:
Experience in wealth management industry
Familiarity with State Street and/or SPDR ETFs
Progress towards CIMA, CFA, CFP, MBA and/or advanced degree
Existing relationships within the intermediary channel are useful, but not required
Intellectual curiosity and genuine interest in the industry and capital markets


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