Division Associate
| Company | Invesco |
|---|---|
| Location | Atlanta, GA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Bachelor’s degree or equivalent experience
- FINRA Series 7 and 63 licensing a plus (must acquire within firm-defined time period)
- Curiosity about sales, prior sales experience a plus
- A strong desire to learn about Capital Markets, mutual funds, ETFs, other investment solutions, and impact of economic factors
- Consultative, client first approach
- Strong written, verbal, and interpersonal communication skills
- A digital and data-driven approach
- Strong work ethic, high integrity, and strong values
- Motivated to achieve success and grow personally and with the firm
Responsibilities
- Partner with internal and external partners in multiple regions across the country to help develop and prospect new relationships with advisors
- Conduct consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals
- Develop and implement sales plan strategies with the primary focus of prospecting new business
- Articulate fund objectives, discuss financial markets (domestic and international) and portfolio strategies
- Identify sales opportunities and advisor needs, cross-sell ideas and introduce new concepts
- Analyze regional/product sales trends within participating broker/dealer firms and among individual financial advisors
- Work with various departments/individuals within the organization to provide ‘Best in Class’ service to financial advisors
- Handle daily administrative tasks to ensure maximum business efficiency (i.e., update and maintain contact management system)
Preferred Qualifications
- Prior sales experience a plus