Internal Sales Associate

Responsibilities include:

• 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 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.

• BA or BS degree required. Candidates may have a broad array of majors.
• 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.
• Highly motivated and thrive in a fast-paced environment.
• Exceptional communicator with strong time management skills.
• Focused on effective communication and interpersonal skills, over the phone and in person.
• Willing to embrace constructive feedback with a focus on improvement.
• Team player who leads by example.
• Passionate about the financial markets with an interest in continuous learning.

Demonstrates a strong understanding of financial markets and products, with the ability to effectively communicate and provide solutions to financial advisors. Holds relevant licenses and possesses proficiency in MS Office Suite, complemented by strong interpersonal and time management skills.