Business Development Specialist – Avantis

Business Development Specialist – Avantis

Requirements

• Bachelor’s degree in related field or an equivalent combination of education and work experience
• FINRA Series 7 & 63 licenses
• 2+ years internal and/or hybrid sales experience within the Asset Management industry with a history of success preferred
• Deep understanding of the financial services/advisor industry, capital markets and investment strategies
• Excellent verbal and written communication skills
• Strong analytical and critical thinking skills
• Working knowledge of Microsoft Office, Outlook, SalesForce CRM
• Ability to travel up to 30%
• Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, adheres to the highest ethical standards and business practices, and supports a culture of compliance

Responsibilities

• Build relationships and increase assets with assigned clients and prospects. This involves a proactive call rotation, in-person meetings, outbound telephone/virtual calls using a consultative sales approach.
• Collaborate with our Regional Retirement Consultants and WM Sales teams to retain existing assets, uncover opportunities, drive sales in key strategies with our clients and prospects.
• Cultivate and manage client relationships by responding to client inquiries, providing ongoing communication with clients and prospects.
• Proactively promote our suite of products to qualifying prospects via outbound telephone efforts, email campaigns, responding to inquiries, advertising and lead follow-up.
• Partner with our Client Portfolio Management and Portfolio Construction teams to utilize investment analysis/portfolio construction resources to retain assets and generate new sales.
• Profile advisors to understand their practice, clients and investment process to identify needs and position our investment solutions. Execute consistent follow up with advisors to advance the sales process and deepen advisor relationships.
• Maintain and grow knowledge of Avantis investment strategies, the capital markets, industry events and recent developments involving our clients.
• Demonstrate organized, efficient and effective territory management and phone/in-person presentation skills on a consistent basis.
• Maintain a history of sales activity and call data via CRM.

Preferred Qualifications

• 2+ years internal and/or hybrid sales experience within the Asset Management industry with a history of success preferred