Internal Wholesaler

American Century Investments

Competitive compensation pyckage; bonus plan inclu...
Hybrid
Deep understanding of financial intermediary marketplace
Series 7 license required
Expert level salesforce skills
The role focuses on building relationships with Wealth Management clients to drive sales of Avantis ETF and Mutual Fund solutions

Job Summary

  • The role focuses on building relationships with Wealth Management clients to drive sales of Avantis ETF and Mutual Fund solutions.
  • Employees are expected to leverage tools like Morningstar Direct and Salesforce to manage the sales pipeline and illustrate product benefits.
  • The company directs over 40% of its profits annually to the Stowers Institute for Medical Research to support breakthrough medical work.

Matching Summary

The role focuses on building relationships with Wealth Management clients to drive sales of Avantis ETF and Mutual Fund solutions.

Salary

Competitive compensation package; Bonus plan included; 401k with 5% match plus discretionary contribution

Skills & Requirements

Must-have

  • Deep understanding of financial intermediary marketplace
  • Series 7 license required
  • Expert level Salesforce skills
  • Consultative sales process execution
  • Avantis ETF and Mutual Fund knowledge

Nice-to-have

  • Two to three years internal sales experience
  • Knowledge of Avantis solutions and competitive positioning
  • Client focused and curious mindset
  • Portfolio construction and fund analysis tools
  • Collaborative territory management approach

Key Requirements

  • Bachelor's degree in related field
  • Valid Series 7 license
  • 2-3 years internal sales experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter