Senior Investment Solutions Representative
Senior Investment Solutions Representative
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Salary Not Disclosed
1 Vacancy
Job Description
About Us
American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income multi-asset strategies ETFs and private investments.
Privately controlled and independent we focus solely on investment management. But theres an unexpected side to us too. We direct over 40% of our profits every yearmore than $2 billion since 2000to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institutes breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimers. So the better we do for our clients the more we can do for everyone.
All 1400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative the deep relationships we build with our clients and the way we treat each other in the hallway. If youre excited to learn more about us we cant wait to learn more about you.
This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship now or in the future.
This is hybrid position based in our Kansas City office.
How You Will Make an Impact:
Strong time-management skills which enable the representative to manage an opportunity pipeline from lead generation to post-sale follow-up and reporting.
Effectively qualify and convert leads resulting in steady revenue for the Personal Financial Solutions organization.
Actively engage in business development by effectively connecting profiling and positioning products/capabilities to uncover new or additional assets.
Effectively work with strategic partners with a focus on acquisition streamlined processes and increased efficiency and productivity.
Achieve focused business goals through proactive sales calls to a segmented client base while reaching an individually assigned sales goal.
Connect with investors and institutions through multiple communication channels including inbound/outbound phones as well as paper/electronic written communication.
Introduce clients to investment strategies by evaluating risks and objectives using advice and guidance tools.
Work with active and terminated participants of employer-sponsored plans to provide service support advice and recommendations on various needs including distribution and rollover options consolidation investment conversations savings and contribution strategies.
Seek opportunities to be referred to partners who will provide next-step or in-depth sophisticated solutions such as financial wellness taxable investment strategies or financial planning.
What You Bring to the Team
Excellent communication presentation and consultative selling skills.
Demonstrated practice of a sales process including prospecting profiling assessing needs presenting solutions and closing.
Exhibit competitive knowledge and the ability to compare contrast and communicate American Century products with competitor products.
Understand and position retirement distribution options in a balanced and educational manner.
Adapt to the evolving needs of clients systems and internal business model.
Adhere to compliance/risk procedures while maintaining each clients best interest
Systems proficiency including Seismic Salesforce Microsoft Office.
Bachelors degree or an equivalent combination of education and professional work experience
Sales acumen with proven experience consulting with customers or clients.
Solid understanding of qualified retirement plans (Preferred)
Chartered Retirement Plan Specialist or Chartered Retirement Plan Counselor Designation (Preferred)
Series 7 and 63 65 or 66 (or willingness to complete)
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.
The above statements are not intended to be a complete list of all responsibilities duties and skills required.
What We Offer
Competitive compensation package with bonus plan
Generous PTO and competitive benefits
401k with 5% company match plus annual performance-based discretionary contribution
Tuition reimbursement formal mentorship program live and online learning
Learn more about our benefits and perks.
Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.
American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.
We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process please send a request to All requests for accommodation will be addressed as confidentially as practicable.
American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race religious creed color sex national origin ancestry physical disability mental disability medical condition genetic information marital status gender gender identity gender expression age for individuals forty years of age and older military and veteran status sexual orientation and any other basis protected by applicable federal state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.
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American Century Proprietary Holdings Inc. All rights reserved.
Required Experience:
Senior IC
Employment Type
Full-Time
