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F.L.Putnam Investment Management Company · 4 days ago

Sales Advocate

Philadelphia, PA

Full-time

Hybrid

New Grad, Entry Level

F.L.Putnam Investment Management Company is a provider of investment and financial planning services for high-net-worth clients. The Sales Advocate will focus on building client relationships, managing accounts, and promoting sales initiatives while delivering exceptional customer service.

Asset ManagementFinancial ServicesRetirementWealth Management

Responsibilities

Building relationships with clients

Identifying client needs

Recommending tailored solutions

Managing client accounts

Delivering exceptional customer service

Promoting sales initiatives

Participating in training programs to enhance sales techniques and product knowledge

Qualification

Sales ManagementCustomer ServiceTraining DeliveryFinancial Services ExperienceOrganizational SkillsMultitasking SkillsSoftwareCommunication Skills

Required

Strong Communication and Customer Service skills to effectively engage and support clients

Sales and Sales Management experience to drive revenue growth and manage client relationships

Ability to participate in and deliver Training to enhance skills and share knowledge with the team

Organizational and multitasking skills with attention to detail

Proficiency in relevant software and tools to manage client accounts and sales records

Preferred

Bachelor's degree in Business, Finance, Marketing, or a related field is preferred

Experience in financial services, investments, or similar industries is an advantage

Company

F.L.Putnam Investment Management Company

We provide investment, financial planning, and family office services to high-net-worth clients and institutions, including endowments, foundations, and other RIAs.

Founded in 1983