Internal Wholesaler / Investment Consultant

Natixis Investment Managers is a company dedicated to fostering a culture of collaboration, diversity, and inclusion. The Investment Consultant role involves providing sales support and client service while partnering with field sales professionals to promote investment solutions to financial advisors.

Responsibilities

• Provide proactive sales support and client service within a defined territory via phone, email and virtual meetings
• Work as a partner with field sales to develop and execute a sales strategy to meet or exceed sales goals
• Create a strong follow up process and daily sales plan to foster sales leads and deliver on client expectations
• Document relevant client interactions in the client relationship management (CRM) system
• Leverage data intelligence to create targeted sales and service campaigns
• Develop strong market and product knowledge to effectively communicate and demonstrate credibility with clients
• Ensure timely completion of tasks for assigned marketing and sales campaigns
• Meet or exceed daily, weekly and monthly sales activity targets

Skills

• Bachelor's degree or equivalent work experience
• SIE, Series 7 & 63 licenses (or equivalent) or Series 6 and 63 (with a commitment to obtain the SIE and Series 7 upon hire) are required
• Previously held series 7 and 63 licenses that are inactive will be considered, provided that all required exams are retaken and passed within three months of being hired
• Minimum 1 year of experience in financial sales or financial services industry
• Proven ability to build and maintain relationships both internally and externally
• Ability and desire to learn about financial markets and financial solutions
• Understanding of sales technology tools a plus (i.e. Seismic, Salesforce, Y Charts, MPI etc)
• Ability to work in team environment and build partnerships to achieve common goals
• Excellent time management, prioritization and organizational skills, with a proven track record of delivering effective results
• Strong written and verbal communication skills

Benefits

• Comprehensive medical, dental and vision insurance
• Paid time off
• 401k plan
• Tuition reimbursement
• Student loan repayment program
• Wellness benefits
• Volunteer programs

Company Overview