Internal Sales Associate
Job Location(s)
US-MA-Boston US-CA-Los Angeles
Job ID
Category
Sales/Business Development & Marketing
Department
U.S. Wealth Internal Desk
Type
Regular Full-Time
Position Summary
The Internal Sales Associate partners with TCW's Regional Sales Consultants (external wholesalers) to source, develop and enhance financial advisor relationships in the National & Independent Broker-Dealer channels, RIAs, and Family Offices. They will communicate with financial professionals on a wide range of investment related topics including: portfolio process & philosophy, positioning, outlook, performance, risk metrics and related capital market developments. This position provides the opportunity to develop investment management sales skills in a dynamic and team-oriented environment. Overtime, the Internal Sales Associate will receive increasing sales responsibilities in an effort to enhance territory coverage and net new business.
Essential Duties
Partner with external wholesalers to optimize and grow territory coverage and market share - Proactively engage with financial advisors via phone and other digital means to build relationships, educate them on TCW's investment solutions and raise net new assets.
- Provide timely market perspectives, sales literature, analytics and service deliverables
- Implement periodic sales and marketing campaigns
- Actively participate in ongoing professional development and training
- Participate in periodic travel to support advisor relationships & marketing initiatives
Required Qualifications
- Bachelor's Degree in a business or finance related major preferred
- Minimum of 2 years Sales experience, preferably within financial services
- Series 7 & 63 Licenses (or attained within first 90 days)
Professional Skills Qualifications
- Curiosity to develop expertise in capital markets & financial instruments
- Ability to take initiative and be a problem solver
- Excellent communicator with strong presentation skills
- Ability to work in a fast-paced and collaborative work environment
- Ability to prioritize and manage multiple tasks
Desired Qualifications
- Salesforce CRM Experience
Estimated Compensation: Base Salary: For a CA / MA based position, the base salary range is $75k to $85k. This is an anticipated range only.
Other Compensation: Eligible to be considered for an annual discretionary bonus
Benefits: Eligible for TCW's comprehensive benefits package. See more information here.