Sales Development Associate

Sales Development Associate

Requirements

• Knowledge of concepts, practices and procedures of business development in a financial services/broker-dealer environment.
• Knowledge of investment concepts, practices and procedures used in the securities industry.
• Knowledge of the principles of banking and finance and securities industry operations.
• Knowledge of financial markets, products, financial advisory function and the investment process.
• Skill in sourcing and developing sales prospects.
• Skill in executing practice development strategies.
• Skill in initiating sales calls and responding to inquiries and turning them into sales opportunities.
• Skill in establishing and maintaining databases.
• Skill in preparing and delivering clear, effective, and professional presentations.
• Ability to operate standard office equipment and use required software applications.
• Ability to partner with other functional areas to accomplish objectives.
• Ability to facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
• Ability to incorporate needs, wants and goals from different prospects for financial advisor practices into marketing and sales strategies.
• Ability to gather information, identify linkages and trends and apply findings to assignments.
• Ability to research, interpret, analyze and apply information about prospects.
• Ability to organize, prioritize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
• Ability to use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels to accomplish objectives.
• Ability to work independently as well as collaboratively within a team environment.
• Ability to provide a high level of customer service.
• Ability to maintain currency in financial services industry and products.

Responsibilities

• Initiates outbound sales calls and responds to incoming calls and inquiries, including follow-up, sending out materials and obtaining and evaluating background information.
• Participates in professional organizations and activities to expand network of business contacts.
• Establishes and maintains a prospect database.
• Works independently in sourcing and developing new client relationships to enable financial advisors to meet sales goals.
• Assists in developing product oriented positioning documents, product profiles, competitive analysis and other content for web sites, marketing materials and seminars.
• Gathers, analyzes, interprets and distributes information on sales trends, product demand and marketing strategies for assigned products.
• Supports marketing programs and assists others in developing a clear, compelling and differentiated message and position for assigned products.
• Participates in advisor and client seminars, product road shows, branch presentations, conference calls, point of sale support, and other sales functions on behalf of the financial advisors.
• Executes business development strategies on behalf of the branch.
• Gathers information and data on prospects to be used in the sales process.
• Follows-up with financial advisors to ensure high quality service delivery.
• Performs other duties and responsibilities as assigned.

Preferred Qualifications

• Bachelor’s Degree (B.A.) from a four year college or university with a minimum of two (2) years of experience in marketing or sales in a financial planning, investment management or other financial services environment.
• General Experience – 3 to 6 years.