What are the responsibilities and job description for the Internal Wholesaler position at American Century Investments?
The ICSG Team includes Specialists that drive sales with financial intermediary clients in the Wealth Management or Retirement space. The ICSG Avantis Specialist is focused on building relationships with Wealth Management clients who are using or have the potential to use the Avantis ETF and/or Mutual Fund solutions.
The primary responsibility of the ICSG Avantis Specialist is to partner with Avantis Relationship Director (s) within a geographical territory to generate sales opportunities in Avantis products by providing financial insight, product information and using a consultative sales process to find opportunities and drive sales.
Responsibilities
Build and maintain positive relationships with Avantis Relationship Directors. This involves extensive and regular collaboration on territory management, client contact strategy and product and positioning. Weekly calls with standing agendas are a standard methodology, as well as daily communication as needed. Includes annual business planning collaboration on approach for meeting and exceeding sales production goals at territory and individual initiative level.
Build relationships directly with clients by following the sales process in (primarily) phone conversations in order to move relationships forward and asking for the business: Prep, Profile, Present Solution, Gain Commitment, Follow Up. Must have deep level of Avantis ETF and Mutual fund solution knowledge and ability to pivot to products that meet client needs. Can include scheduling meetings for consultants as part of follow up.
Be the central point of contact between Avantis Relationship Directors, ETF Specialists, Division Strategist and WM Consultant/Specialist teams. Serve as subject matter authority on Avantis solutions.
Leverage tools and resources to illustrate Avantis product benefits over competitors and in a place in a matrix. Meaningful knowledge of portfolio construction and fund analysis tools is key.
Lead sales pipeline, including discovery and maintenance of each opportunity. Requires regular conversations with clients on status and position in sales cycle and providing information to move the opportunity to a final sale.
Requirements
The primary responsibility of the ICSG Avantis Specialist is to partner with Avantis Relationship Director (s) within a geographical territory to generate sales opportunities in Avantis products by providing financial insight, product information and using a consultative sales process to find opportunities and drive sales.
Responsibilities
Build and maintain positive relationships with Avantis Relationship Directors. This involves extensive and regular collaboration on territory management, client contact strategy and product and positioning. Weekly calls with standing agendas are a standard methodology, as well as daily communication as needed. Includes annual business planning collaboration on approach for meeting and exceeding sales production goals at territory and individual initiative level.
Build relationships directly with clients by following the sales process in (primarily) phone conversations in order to move relationships forward and asking for the business: Prep, Profile, Present Solution, Gain Commitment, Follow Up. Must have deep level of Avantis ETF and Mutual fund solution knowledge and ability to pivot to products that meet client needs. Can include scheduling meetings for consultants as part of follow up.
Be the central point of contact between Avantis Relationship Directors, ETF Specialists, Division Strategist and WM Consultant/Specialist teams. Serve as subject matter authority on Avantis solutions.
Leverage tools and resources to illustrate Avantis product benefits over competitors and in a place in a matrix. Meaningful knowledge of portfolio construction and fund analysis tools is key.
Lead sales pipeline, including discovery and maintenance of each opportunity. Requires regular conversations with clients on status and position in sales cycle and providing information to move the opportunity to a final sale.
Requirements
- Bachelor’s degree in a related field or an equivalent combination of education and work experience
- Two to three years Internal Sales team experience preferred
- Deep understanding of the financial intermediary marketplace and able to interpret and translate impact of capital markets on our firm and our products
- Knowledge of Avantis solutions, platform availability and competitive positioning.
- Series 7 license
- Demonstrated interpersonal, investment analysis, written and verbal communication skills required
- Expert level Salesforce skills and ability, including pipeline management, reports and call notes
- Working knowledge of Microsoft Office, Morningstar, Morningstar Direct, Outlook