Associate Consultant – Inbound
| Company | Franklin Templeton |
|---|---|
| Location | St. Petersburg, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Associate’s |
| Experience Level | Junior, Mid Level |
Requirements
- Associate degree or equivalent experience
- FINRA SIE, Series 7 & 63 licensed, or ready to study and pass the exams in the first 90 days
- Excellent communication and interpersonal skills, over the phone and in person
- Independent worker; self-motivated and organized with exceptional time management skills
Responsibilities
- Responds to inbound calls/inquiries from internal and external clients
- Develops ongoing relationships with Financial Advisors, influencing their exposure to Franklin Templeton
- Provides advice and insights to clients regarding market/industry trends and FT products, services, and resources
- Possesses fundamental knowledge of key competitor products to position with FT products and services
- Applies understanding of portfolio construction design to consult with clients on their portfolio needs and opportunities
- Uses tools such as hypothetical illustrations and portfolio construction (resources) tools
- Collaborates with other operations teams (customer service, customer success, case management and quality assurance) to ensure a seamless customer experience
- Receives coaching, once ready, to make business development/campaign/scheduling sales calls across multiple product solutions and multiple distribution teams
- Improves knowledge and skills through regular coaching, training, and feedback
- Listens to calls, participates in team meetings and classroom training, and reads industry related articles and publications to gain capital markets insights and sales presentation self-development
- Enrolls in continuing education to further develop industry knowledge and prepare market commentary
Preferred Qualifications
- 2-4 years related experience preferred, including work experience, internships, and college coursework
- Passion for the financial markets with an interest in continuous learning
- Interested in a rewarding career in financial services by building relationships with clients