Competitive compensation pyckage; bonus plan avail...
Hybrid
Series 7 license required
Deep understanding of financial intermediary marketplace
Expert level salesforce skills for pipeline management
The primary responsibility is to partner with Relationship Directors to generate sales opportunities by providing financial insight and product information
Job Summary
The primary responsibility is to partner with Relationship Directors to generate sales opportunities by providing financial insight and product information.
Employees are expected to demonstrate American Century Investments Winning Behaviors including being client-focused, courageous, and collaborative.
The company offers a competitive compensation package with a bonus plan, generous PTO, and a 401k with a 5% company match.
Matching Summary
The primary responsibility is to partner with Relationship Directors to generate sales opportunities by providing financial insight and product information.
Salary
Competitive compensation package; Bonus plan available; 401k with 5% company match plus discretionary contribution
Skills & Requirements
Must-have
Series 7 license required
Deep understanding of financial intermediary marketplace
Expert level Salesforce skills for pipeline management
Nice-to-have
Two to three years internal sales team experience
Knowledge of Avantis solutions and competitive positioning
Working knowledge of Morningstar Direct tools
Key Requirements
Bachelor's degree in related field or equivalent experience
Must possess Series 7 license
Demonstrated interpersonal and investment analysis skills