Job Function and Key Responsibilities:
- Manage territory with external partner to meet or exceed goals
- Conduct consultative, relationship-building sales calls via the telephone, email and virtual engagements with financial advisors and other licensed professionals
- Develop and execute sales plan strategies with members of both external & internal sales teams Articulate Mutual fund & ETF objectives while also processing strong capital markets (domestic and international) knowledge
- Identify sales opportunities and advisor needs, cross-sell ideas and introduce new concepts Develop asset allocation strategies based on client objectives and risk tolerances
- Handle daily territory management tasks to ensure maximum business efficiency, i.e. update and maintain CRM system
- Generate hypothetical/proposals, for advisors for BNY Mellon Investment Management Mutual Funds, ETF’s and SMA accounts. Assist with the planning and overall coordination of conferences/seminars/plan participant meetings.
Required Qualifications:
- FINRA Series 7 and 63 required or obtained within 120 days of start date
- Bachelor’s degree required – Finance/Business preferred
- Understanding of the financial/capital markets; mutual funds, ETF’s and SMA’s a plus.
- Build and expand relationships with predetermined opportunistic list of prospects and clients. Fluid relationship and communication skills
- Excellent presentation and organizational skills.
- Ability to work independently in a fast paced environment.
- Ability to consistently have high volume of proactive phone activity
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