About the role

  • Complete a comprehensive training program focused on the financial markets, financial products, key client segments, technology tools, portfolio construction sales skills, and overall professional development
  • Obtain the SIE, Series 7, and Series 63 licenses with FINRA within first 90-180 days
  • Be the first point of contact to provide regional sales support for both our internal and external sales teams in the form of research, inbound/outbound telephone, and email communication
  • Build a strong understanding of the financial services industry and the financial markets
  • Develop acumen on Franklin Templeton’s suite of products to provide solutions to financial advisors
  • Acquire fundamental knowledge of key competitor products to position with Franklin Templeton products and services
  • Develop strong communication and sales skills, including the ability to deliver effective presentations both internally and externally
  • Field questions regarding Franklin Templeton products and strategies
  • Provide information and insights to clients regarding market/industry trends and Franklin Templeton products, services, and resources
  • Work with an assigned peer mentor throughout the training program, and receive regular coaching, training, and feedback from leadership

Requirements

  • BA or BS degree required
  • SIE licensed is preferred, but not required upon application
  • Financial industry experience preferred, including work experience, internships, and college coursework
  • Proficiency with MS Office Suite

Benefits

  • Annual discretionary bonus
  • 401(k) plan with a generous match
  • Competitive healthcare options
  • Insurance and disability benefits
  • Employee stock investment program
  • Learning resources and career development programs
  • Reimbursement for certain education expenses
  • Paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays)
  • Motivational wellbeing program
  • Flexible medical, dental, and vision insurance
  • Corporate Pension Plan
  • Purchase company funds with no sales charge
  • Competitive vacation package that includes three annual personal days
  • Company paid short-term and long-term Disability Insurance
  • Education assistance

Job title

Internal Sales Associate

Job type

Experience level

JuniorMid level

Salary

$60,000 - $70,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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