Guggenheim Investments · 4 hours ago
External Sales, Mutual Fund Broker Dealer Channel (Southern California)
Chicago, IL
Full-time
Remote
Senior Level
$75K/yr - $75K/yr
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Insider Connection @Guggenheim Investments
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Responsibilities
Generate sales of Guggenheim Investments mutual funds within the territory
Support brand and image of the firm and its products
Own sales performance and goals for territory
Solidify relationships, generate new business with our clients, create prospecting pipeline, and manage sales efforts within the defined geographic territory
Work closely with Sales Manager to create and implement a sales strategy
Develop and execute on territory business plan including segmentation, time management, counterpart collaboration, territory management, etc.
Manage administrative responsibilities according to company policies including travel and expenses, CRM updates, calendar and schedules, conference call participation, email retention, continuing education, and other requirements
Excellent oral, written, and interpersonal communications skills
Informed and conversant across a broad range of topics
Energetic, self-motivated, positive attitude, goal-oriented
Strong work ethic, and leadership skills
High degree of integrity
Ability and willingness to prepare relentlessly and execute passionately
Strong relationship building skills—client focused
Technical/Computer skills should include experience with Microsoft Word, Power Point and Excel
Qualification
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Required
Established and successful external sales professional with strong relationships in the wire house and regional channels
Generate sales of Guggenheim Investments mutual funds within the territory
Support brand and image of the firm and its products
Own sales performance and goals for territory
Solidify relationships, generate new business with our clients, create prospecting pipeline, and manage sales efforts within the defined geographic territory
Work closely with Sales Manager to create and implement a sales strategy
Develop and execute on territory business plan including segmentation, time management, counterpart collaboration, territory management, etc.
Manage administrative responsibilities according to company policies including travel and expenses, CRM updates, calendar and schedules, conference call participation, email retention, continuing education, and other requirements
Excellent oral, written, and interpersonal communications skills
Informed and conversant across a broad range of topics
Energetic, self-motivated, positive attitude, goal-oriented
Strong work ethic, and leadership skills
High degree of integrity
Ability and willingness to prepare relentlessly and execute passionately
Strong relationship building skills—client focused
Technical/Computer skills should include experience with Microsoft Word, Power Point and Excel
Bachelor’s Degree (preferably in Finance or Business)
Current FINRA Registrations (Series 7, 63, 65, and/or 66)
Must reside in corresponding geographic territory
Company
Guggenheim Investments
Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners.
Founded in 1999
1,001-5,000 employees
Funding
Current Stage
Late StageLeadership Team
Dina DiLorenzo
Chief Operating Officer
Holly Konner
Strategic Partnerships Group
Recent News
GlobeNewswire News Room
2024-11-01
Company data provided by crunchbase
