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American Century Investments · 2 hours ago

Internal Wholesaler

Kansas City, MO

Full-time

Onsite

Entry, Mid Level

2+ years exp

American Century Investments is a leading global asset manager focused on helping clients achieve their financial goals. The Internal Wholesaler role involves building relationships with financial intermediary clients and driving sales of Avantis ETF and Mutual Fund solutions through a consultative sales process.

Financial Services

Responsibilities

Build and maintain positive relationships with Avantis Relationship Directors

Form relationships directly with clients by following the sales process in (primarily) phone conversations in order to move relationships forward and asking for the business: Prep, Profile, Present Solution, Gain Commitment, Follow Up

Be the central point of contact between Avantis Relationship Directors, ETF Specialists, Division Strategist and WM Consultant/Specialist teams

Leverage tools and resources to illustrate Avantis product benefits over competitors and in a place in a matrix

Lead sales pipeline, including discovery and maintenance of each opportunity

Qualification

Series 7 licenseSalesforce expertiseFinancial intermediary knowledgeInvestment analysis skillsMicrosoft Office proficiencyInterpersonal skillsWritten communication skillsVerbal communication skillsCollaborative mindsetAdaptability

Required

Bachelor's degree in a related field or an equivalent combination of education and work experience

Deep understanding of the financial intermediary marketplace and able to interpret and translate impact of capital markets on our firm and our products

Series 7 license

Demonstrated interpersonal, investment analysis, written and verbal communication skills

Expert level Salesforce skills and ability, including pipeline management, reports and call notes

Working knowledge of Microsoft Office, Morningstar, Morningstar Direct, Outlook

Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven