Natixis Investment Managers→
Internal Wholesaler / Investment Consultant
Entry LevelHybridFull-time
Location
Greater Boston
Salary
$85k–$115k/yr
Experience
1+ years
Posted
4 days ago
Skills
sie licenseseries 7 licenseseries 63 licensefinancial salesfinancial services industry experienceclient relationship management (crm)sales technology toolsfinancial markets knowledgeprioritization
Job Description
Summary: Natixis Investment Managers is a company dedicated to client service and relationship building. The Investment Consultant will provide proactive sales support, collaborate with field sales professionals, and promote financial solutions to advisor clients.
Responsibilities:
- Provide proactive sales support and client service within a defined territory via phone, email and virtual meetings
- Work as a partner with field sales to develop and execute a sales strategy to meet or exceed sales goals
- Create a strong follow up process and daily sales plan to foster sales leads and deliver on client expectations
- Document relevant client interactions in the client relationship management (CRM) system
- Leverage data intelligence to create targeted sales and service campaigns
- Develop strong market and product knowledge to effectively communicate and demonstrate credibility with clients
- Ensure timely completion of tasks for assigned marketing and sales campaigns
- Meet or exceed daily, weekly and monthly sales activity targets
Required Qualifications:
- Bachelor's degree or equivalent work experience
- SIE, Series 7 & 63 licenses (or equivalent) or Series 6 and 63 (with a commitment to obtain the SIE and Series 7 upon hire) are required. Previously held series 7 and 63 licenses that are inactive will be considered, provided that all required exams are retaken and passed within three months of being hired
- Minimum 1 year of experience in financial sales or financial services industry
- Proven ability to build and maintain relationships both internally and externally
- Ability and desire to learn about financial markets and financial solutions
- Ability to work in team environment and build partnerships to achieve common goals
- Excellent time management, prioritization and organizational skills, with a proven track record of delivering effective results
- Strong written and verbal communication skills
- This position is not eligible for US immigration sponsorship
Preferred Qualifications:
- Understanding of sales technology tools a plus (i.e. Seismic, Salesforce, Y Charts, MPI etc)
Required Skills: SIE license, Series 7 license, Series 63 license, Financial sales, Financial services industry experience, Client relationship management (CRM), Sales technology tools, Financial markets knowledge, Prioritization
Benefits: Comprehensive medical, dental and vision insurance, Paid time off, 401k plan, Tuition reimbursement, Student loan repayment program, Wellness benefits, Volunteer programs
Benefits
Comprehensive medical, dental and vision insurance
Paid time off
401k plan
Tuition reimbursement
Student loan repayment program
Wellness benefits
Volunteer programs