You are viewing a preview of this job. Log in or register to view more details about this job.

Regional Sales Specialist / Internal Wholesaler (Hybrid - Boston)

Amundi US is the North American business of Amundi, ranked among the ten largest asset management firms globally. Boston is one of Amundi's six main global investment hubs, offering a broad range of fixed-income, equity, and multi-asset investment solutions in close partnership with wealth management firms, distribution platforms, and institutional investors across the Americas, Europe and Asia-Pacific.
The Internal Wholesaler (Regional Sales Specialist) provides strategic telephone sales & comprehensive territory management support for the territory area.
This position is Boston, MA based with a hybrid work model (three days per week on site)
Key Responsibilities:
·        Strategically collaborate with the Regional Vice President in the creation, implementation & execution of the territory marketing & sales strategy
·        independently plan, prepare & initiate sales calls to influence financial professionals to promote & sell Amundi products
·        Extensively follow up with financial professionals after Regional Vice President visits to provide additional information, obtain feedback & utilize needs-based selling techniques to inquire about additional product needs
·        Independently develop new prospects & maintain existing relationships with a focus on increasing sales in the territory
·        Facilitate & participate in meetings with representatives either in the territory and/or during a visit to our Boston office
·        Facilitate conference calls between branch offices & Amundi's investment staff through designated channels
·        Coordinate planning of broker dealer meetings, seminars, conference calls & necessary meetings involving external financial professionals, Portfolio Managers & all levels of management within the Distribution organization
·        Rely on extensive industry knowledge & experience to collaborate with the wholesaler in achieving established sales goals for the territory
·        Utilize technology tools as well as analyze firm & third party data in order to uncover opportunities, improve targeting of advisors/teams & narrow focus for sales/product campaigns to increase sales, retain assets & diversify the business
·        Independently develop thorough understanding of key accounts, BD platforms, investment strategies, & competitive landscape for use in developing new prospects & maintaining existing relationships
·        Proactive & coordinated use of digital marketing & social media
Skills & Experience Required:
·        Bachelor’s degree strongly preferred
·        1-3 years of financial industry experience
·        1+ years working in a sales capacity
·        Ability to build, maintain and develop relationships
·        Active FINRA Series 6 or Series 7 & FINRA Series 63 licenses preferred or obtained within 3 months of hire. Previously held Series 6 and Series 63 licenses that are inactive will be considered, provided that all required exams are retaken and passed within three months of being hired
·        Knowledge of / interest in the financial marketplace including, but not limited to: stocks, bonds, international investing, currency
·        Self-motivated with high attention to detail
·        Ambitious, driven and resilient
·        Ability to work both autonomously & collaboratively in a fast paced atmosphere
·        Strong communication and presentation skills