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Guggenheim Investments · 1 month ago

Regional Sales Associate - Internal Sales

Chicago, IL

Full-time

Onsite

Entry, Mid Level

2+ years exp

Guggenheim Investments is seeking an exceptional Regional Sales Associate to join its team. This role involves increasing assets under management and driving growth by developing relationships with financial advisors and supporting sales efforts. The position is located in the Chicago Office.

FinanceFinancial ServicesVenture Capital

Responsibilities

Initiate sales calls to identify new sales opportunities; provide financial intermediaries with sales ideas; product information, performance data

Respond to incoming calls/questions/requests from financial intermediaries in a timely and accurate manner

Partner with external wholesalers to provide scheduling and sales support; execute on territory plan to ensure achievement of assigned sales goal

Follow-up on external wholesaler appointments, conference leads and referrals of qualified representatives

Maintain activity and profile data in the CRM

Assist financial intermediary in analyzing client portfolios to help recommend appropriate investment strategies, including running product hypotheticals and performance comparisons

Keep current and adhere to compliance and regulatory policies specific to licensing requirements, continuing education and firm-mandated training (license requirements FINRA 7, 63)

Responsible for keeping current on company’s products, initiatives and marketing campaigns