Associate Sales Consultant (Workplace)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: Owings Mills, Maryland, United States; hybrid work with up to one day per week from home after successful completion of the training program.
Base salary: $67,000–$93,000 per year, depending on location, experience, and skills. The role is eligible for overtime pay; discretionary bonus eligibility may apply.
Company
is a global asset management organization providing equity, fixed income, multi-asset, investment, and retirement solutions to individuals, advisors, institutions, and retirement plan sponsors.
What you will do
- Serve as the initial contact for participant service requests involving investments, mutual funds, accounts, and complex account issues.
- Provide foundational retirement strategy, portfolio guidance, education, and distribution-option support.
- Identify and qualify high-value participants for referral to Financial Consultants.
- Use a consultative approach to understand participant needs and offer appropriate solutions.
- Retain assets, follow up on inbound retention opportunities, and deliver defined sales targets.
- Maintain knowledge of products, services, financial-services regulations, legal and tax considerations, and participate in special projects.
Requirements
- Bachelor’s degree or an equivalent combination of education and relevant experience.
- 0+ years of total relevant work experience.
- Series 7 and Series 66 licenses must be obtained within the designated window under the Global Distribution licensing policy.
- FINRA licensing is required, with dedicated paid time and resources provided for the licensing process.
Nice to have
- Sales experience.
- Financial-industry experience.
- Currently holding Series 7 and Series 66 licenses.
Culture & Benefits
- Hybrid work schedule after training, with up to one home-working day per week.
- Competitive compensation, annual bonus eligibility, and a generous retirement plan.
- Health and wellness benefits, including online therapy.
- Paid time off for vacation, illness, medical appointments, and volunteering.
- Family-care resources, including fertility and adoption benefits.
- Inclusive work environment with equal-opportunity employment and support for career development.
Hiring process
- Answer eligibility questions received by email and text message; each application requires a separate response, with an estimated time commitment of 3–5 minutes.
- If eligible, complete an online assessment and recorded introductory video responses through HireVue, estimated at 45 minutes.
- A recruiter will review the responses and contact selected candidates for an interview.
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