Internal Wholesaler / Investment Consultant

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