Associate, Advisor Solutions Group

Your opportunity

• Initiate outbound sales telephone calls to clients and prospective clients to position, promote and sell Janus Henderson products and to communicate company updates, applying knowledge of company products in an effort to develop business (45%)
• Answer inbound calls to our advisor line to respond to inquiries, provide answers, support needs and identify selling opportunities and pass on to appropriate territory team (5%)
• Actively follow up with clients and prospective clients to provide sales ideas, answers product questions, provide performance data, identify new sales opportunities, and help launch new products (20%)
• Use client relationship management (CRM) database software applications and other departmental databases to track client interactions and the progression of each client relationship (5%)
• Support sales and client relationships by providing research material and administrative follow-up and support (10%)
• Generate sales ideas and identify new sales opportunities (5%)
• Travel with external wholesaler in the field on a limited basis for territory familiarity and professional development (5%)
• Attend and support client events or conferences as a Janus Henderson representative (5%)
• Carry out other duties as assigned

• Hybrid working and reasonable accommodations
• Generous Holiday policies
• Paid volunteer time to step away from your desk and into the community
• Support to grow through professional development courses, tuition/qualification reimbursement and more
• Maternal/paternal leave benefits and family services
• Complimentary subscription to Headspace – the mindfulness app
• Corporate membership to Class Pass and other health and well-being benefits
• Unique employee events and programs including a 14er challenge
• Complimentary beverages, snacks and all employee Happy Hours

• B.S. or B.A. in related field preferred
• Educational expectations can be replaced with approximately two years of related experience and/or training in a client support or internal sales role and two years of experience in the mutual fund/financial services industry and/or training; or an equivalent combination of education, experience and training
• Series 7 and 63 and SIE licenses required within 30 days of hire
• Strong attention to detail and able to manage multiple tasks effectively
• High degree of self-motivation; able to work with little direct supervision
• Intermediate computer skills including MS Word, Excel, and PowerPoint and experience with CRM database software applications
• Excellent verbal and written communication skills
• Excellent interpersonal and customer service skills with the ability to develop strategic business relationships

• Knowledge of mutual fund/financial industry products and services
• Janus Henderson product knowledge is preferred

• No

• Mentoring
• Leadership development programs
• Regular training
• Career development services
• Continuing education courses

The base range for this position is $49,000 – $55,000 annually with additional variable compensation opportunities, including monthly, quarterly and annual bonus. The total compensation for this role is estimated to be $75,000 – $160,000. This is estimated for this role. Actual pay may be different.