Internal Sales Associate

Franklin Templeton


Job Location:

Stamford, CT - USA

Monthly Salary: $ 55000 - 65000
Posted on: 4 hours ago
Vacancies: 1 Vacancy

Job Summary

At Franklin Templeton we believe success is built through powerful partnerships. As a forward thinking asset manager we build dynamic relationships with clients understand their goals and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented global teams bring expertise that is both broad and unique.


From our welcoming inclusive and supportive culture to our globally diverse business we offer opportunities not only to help you reach your potential but also to contribute to our clients success.


What is the Wealth Management Internal Sales Team responsible for

The Wealth Management Internal Sales Team is dedicated to delivering world-class consultative sales and relationship management support to financial advisors.

What is the Internal Sales Associate responsible for

The Internal Sales Associate is the entry-level sales position on the Wealth Management Internal Sales Team and considered the gateway to career growth at Franklin Templeton. The Wealth Management Internal Sales Team is dedicated to delivering world-class consultative sales and relationship management support to financial advisors. Upon completion of the Associate program (4-8 months) associates are eligible for promotion to Internal Sales Consultant.

What are the ongoing responsibilities of an Internal Sales Associate

  • Complete a comprehensive training program focused on the financial markets financial products key client segments technology tools portfolio construction sales skills and overall professional development.

  • Obtain the SIE Series 7 and Series 63 licenses with FINRA (Financial Industry Regulatory Authority) within first 90-180 days.

  • Be the first point of contact to provide regional sales support for both our internal and external sales teams in the form of research inbound/outbound telephone and email communication.

  • Build a strong understanding of the financial services industry and the financial markets.

  • Develop acumen on Franklin Templetons suite of products to provide solutions to financial advisors.

  • Acquire fundamental knowledge of key competitor products to position with Franklin Templeton products and services.

  • Develop strong communication and sales skills including the ability to deliver effective presentations both internally and externally.

  • Field questions regarding Franklin Templeton products and strategies.

  • Provide information and insights to clients regarding market/industry trends and Franklin Templeton products services and resources.

  • Work with an assigned peer mentor throughout the training program and receive regular coaching training and feedback from leadership.

What ideal qualifications skills and experience would help someone to be successful

  • BA or BS degree required. Candidates may have a broad array of majors.

  • SIE licensed is preferred but not required upon application.

  • Financial industry experience preferred including work experience internships and college coursework.

  • Proficiency with MS Office Suite.

Successful candidates will be:

  • Highly motivated and thrive in a fast-paced environment.

  • Exceptional communicator with strong time management skills.

  • Focused on effective communication and interpersonal skills over the phone and in person.

  • Willing to embrace constructive feedback with a focus on improvement.

  • Team player who leads by example.

  • Passionate about the financial markets with an interest in continuous learning.

Compensation Range:Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetarydesigned to support their well-being and recognize their time talents and results. Along with base compensation employees are eligible for an annual discretionary bonus a 401(k) plan with a generous match and recognition rewards. We also offer a comprehensive benefits package which includes a range of competitive healthcare options insurance and disability benefits employee stock investment program learning resources career development programs reimbursement for certain education expenses paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $55000.00 - $65000.00 depending on location and level of relevant experience plus discretionary bonus.


At Franklin Templeton we believe your benefits should support your life your goals and your future. Thats why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.


Highlights of our benefits include:


- Paid Time Off: Three weeks of PTO in your first year

- Health Coverage: Competitive medical dental and vision insurance to support your well-being

- Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions up to IRS limits

- Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities

- Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement

- Employee Investment Benefits: Opportunity to purchase company funds with no sales charge


Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees and we evaluate qualified applicants without regard to ancestry age color disability genetic information gender gender identity or gender expression marital status medical condition military or veteran status national origin race religion sex sexual orientation and any other basis protected by federal state or local law ordinance or regulation.


Required Experience:

IC

At Franklin Templeton we believe success is built through powerful partnerships. As a forward thinking asset manager we build dynamic relationships with clients understand their goals and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities...