Associate, Internal Sales

The TCW Group, Inc.
  • Boston, MA
  • $80,000–$90,000 Per Year
30+ days ago

Job Description

Position Summary

The Internal Sales Associate partners with TCW's Regional Sales Consultants (external wholesalers) to source, develop and enhance financial advisor relationships in the National & Independent Broker-Dealer channels, RIAs, and Family Offices. They will communicate with financial professionals on a wide range of investment related topics including: portfolio process & philosophy, positioning, outlook, performance, risk metrics and related capital market developments. This position provides the opportunity to develop investment management sales skills in a dynamic and team-oriented environment. Over time, the Internal Sales Associate will receive increasing sales responsibilities in an effort to enhance territory coverage and net new business.

Essential Duties

  • Partner with external wholesalers to optimize and grow territory coverage and market share
  • Proactively engage with financial advisors via phone and other digital means to build relationships, educate them on TCW's investment solutions and raise net new assets.
  • Provide timely market perspectives, sales literature, analytics and service deliverables
  • Implement periodic sales and marketing campaigns
  • Actively participate in ongoing professional development and training
  • Participate in periodic travel to support advisor relationships & marketing initiatives

Required Qualifications

  • Bachelor's Degree in a business or finance related major preferred
  • 1 - 2 years Sales experience, preferably within financial services
  • Series 7 & 63 Licenses attained highly preferred

Professional Skills Qualifications

  • Curiosity to develop expertise in capital markets & financial instruments
  • Ability to take initiative and be a problem solver
  • Excellent communicator with strong presentation skills
  • Ability to work in a fast-paced and collaborative work environment
  • Ability to prioritize and manage multiple tasks

Desired Qualifications

  • Salesforce CRM Experience

This role requires candidates to work from a TCW office four days a week.

Estimated Compensation:

Base Salary: For CA/BOS based position, the base salary range is $80k-$90k. This represents base salary range only.

Other Compensation:In addition to the base salary, this position will be eligible to be considered for an annual discretionary bonus.

Benefits: Eligible for TCW's comprehensive benefits package.

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Numbers & Facts

LocationBoston, MA
Salary$80,000–$90,000 Per Year

Skills

  • Brokerageunmatched
  • Business Developmentunmatched
  • Capital Marketsunmatched
  • Communication Skillsunmatched
  • Dealer Channelunmatched
  • Establish Prioritiesunmatched
  • Financeunmatched
  • Financial Planningunmatched
  • Financial Servicesunmatched
  • Inside Salesunmatched
  • Investment Managementunmatched
  • Market Shareunmatched
  • Marketing Campaignunmatched
  • Multitaskingunmatched
  • Partner Salesunmatched
  • Performance Metricsunmatched
  • Philosophyunmatched
  • Presentation/Verbal Skillsunmatched
  • Problem Solving Skillsunmatched
  • Regional Salesunmatched
  • Registered Investment Advisor (RIA)unmatched
  • Relationship Marketingunmatched
  • Revenue Growthunmatched
  • Riskunmatched
  • Salesunmatched
  • Sales Campaignsunmatched
  • Series 7unmatched
  • Service Deliveryunmatched
  • Team Playerunmatched
  • Time Managementunmatched
  • Training/Teachingunmatched
  • Willing to Travelunmatched

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