Welcome page Returning Candidate? Log back in! Hybrid Wholesaler Job Locations US-OH-CINCINNATI ID 2024-22231 Category Business Development & Sales Type Full Time Subsidiary Touchstone Investments Overview

Initiates, develops and maintains sales of the Touchstone funds within assigned territory. Demonstrates principled leadership and sound business ethics; shows consistency among principles, values and behavior; builds trust with others through own authenticity and followthrough on commitments. Provides a broad range of sales and marketing support to national and independent broker-dealers. Works with minimal supervision and is responsible to independently make a broad range of decisions, escalating to manager when appropriate and updating manager on a regular basis.

Responsibilities

What you will do:

Prospects potential sales opportunities through telemarketing efforts to initiate and develop relationships in prescribed broker-dealers that can drive sales of Touchstone funds; maintains relationships to generate new sales and uncover potential sales leads.Provides follow-up support, including follow-up sales ideas, email campaigns/contacts and mailing literature, providing additional information to the financial advisors when necessary; schedules future appointments in order to meet or exceed established activity goals.Develops and executes sound business plan for assigned territory to meet or exceed established sales goals.Schedules and conducts inside and outside sales calls to financial professionals to influence them to sell and promote funds within an assigned territory.Conducts one-on-one meetings, seminars and training sessions with both financial professionals and retail clients.Reviews periodicals on the market, fund performance and manager philosophy to engage in topical conversations in the broker-dealer environment.Manages territory to maximize sales with the efficient use of agreed-upon expenses. Budgets estimated sales and broker-dealer support expenses on an annual basis. Submits expense reports weekly.Attends/conducts seminars and conferences.Works to retain existing assets and clients. Works with the home office to follow up on significant redemptions.Monitors and updates territory database for accuracy.Performs other duties as assigned.Complies with all policies and standards. Qualifications Bachelor's Degree Or commensurate selection criteria experience. Proven work experience influencing others to initiate a recommended course of action to solve a problem or increase efficiency. Demonstrated examples of self-motivation and experience working independently. Demonstrated experience handling multiple duties, and completing assigned tasks accurately and on a timely basis.Proven successful experience in internal wholesaling in the financial services industry. Proven examples from work experience on identifying complex issues, quantifying the issue and providing creative resolutions to solve. Demonstrated excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner while following proper rules of punctuation, diction and style.Proven ability to prepare correspondence, reports and forms using a prescribed format. Experience must include strong telephone communication and etiquette skills.Demonstrated and extensive selling and presentation skills. Must provide examples of effectively presenting information to individuals at all levels.Demonstrated examples of self-motivation and experience working independently.Proven strong attention to detail with excellent organizational skills. Cite examples of organization and time management methods used to manage or prioritize workload demands.Demonstrated ability to grasp new products, concepts and procedures.Proven examples of handling difficult situations while maintaining productive working relationships.Demonstrated negotiation skills with both internal and external customers.Working knowledge of MS Office suite to include Outlook, Word, Excel, PowerPoint and contact management software applications.FINRA Licenses Upon Hire DL NUMBER - Driver License, Valid and in State Valid driver's license and satisfactory driving record. Upon Hire Maintain appropriate vehicle insurance. Upon Hire 

Work Setting/Position Demands:

This position travels and works in various office settings and requires being in a stationary position for long periods of time frequently while working at a desk, on a computer or with other standard office equipment, or while in meetings. Position requires frequent movement of wrist, hands and fingers for continuous computer work.Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusionsExtended hours required during peak workloads or special projects/events.

Travel Requirements:

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