Internal Wholesaler, Sales jobs in United States
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American Beacon Partners · 1 month ago

Internal Wholesaler, Sales

American Beacon Partners is a diversified asset management platform with a rich history in investment expertise. The Internal Wholesaler role focuses on supporting the external sales team by initiating sales calls, identifying opportunities, and providing product knowledge to drive business growth.

Financial Services

Responsibilities

Initiate and/or follow up on sales calls
Provide intermediaries with sales ideas
Identify new sales opportunities
Provides External Wholesalers with telephone coverage and sales effort
Help launch new products
Answer product questions
Provide performance data

Qualification

Investment managementFinancial conceptsClient-service strategiesSeries 7Series 63CIMAAnalytical skillsTechnical skillsInterpersonal skillsPresentation skillsCommunication skills

Required

Bachelor's degree, preferably in investment management, finance, business, or related field
Three or more years of experience in an investment management or related business
In-depth understanding of the industry, financial concepts, product knowledge, investment management and client-service strategies
Strong interpersonal, presentation, oral and written communication skills
Planning organization, analytical and technical skills
Series 7 & 63 required

Preferred

CIMA preferred

Company

American Beacon Partners

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American Beacon Partners, formerly known as Resolute Investment Managers, is a diversified asset management platform with affiliated and independent partnerships with more than 30 investment managers.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase