Intern/Wholesaler, Off-Shore Intern/Wholesaler, Off-Shore …

Franklin Resources Incorporated
in Miami Springs, FL, United States
Permanent, Full time
Be the first to apply
Franklin Resources Incorporated
in Miami Springs, FL, United States
Permanent, Full time
Be the first to apply
Intern/Wholesaler, Off-Shore
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Job Description - Internal Wholesaler- Offshore (Bilingual) (827459) Job Description Internal Wholesaler- Offshore (Bilingual) - 827459

At Franklin Templeton, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 65 years, our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

What are the goals of the team and how can you contribute to its success?

Learns sales processes to utilize available sales technology to create efficiencies for territory management and sales effectiveness. Partners with aligned sales team members sharing leads, ideas and relationships.

What are the ongoing responsibilities of an Internal Wholesaler- Offshore?

Advice and Solutions:

• Increases FT assets under management (AUM) by attracting new assets and retaining existing assets through phone and digital mediums.
• Demonstrates how FT’s products or investment solutions complement or fill identified gaps in client business needs.
• Uses a variety of tools, including portfolio construction and hypotheticals, to consult with clients on their portfolio needs and opportunities.
• Participates in campaigns to take advantage of changes in market conditions and product related opportunities by providing value-added advice

Client Relationships
• Establishes new relationships, maintains and grows existing relationships with clients by providing investment advice, best practices, information on FT products and solutions, portfolio manager perspectives and market/industry products.
• Engages with clients to understand their business model and investment strategies/concerns.
• Builds internal relationships and knowledge of firm specific requirements to help position our products and drive sales across product lines.
• Serves as a liaison to all operational and service issues, working with internal partners to help successfully resolve appropriate issues.
• Contributes with firm-wide campaigns through contact and relationship building with clients.
• Travels to support industry conferences.

Business Acumen
• Participates in internal meetings and learning events to understand FT’s product line.
• Improves needs discovery abilities and refines the sales process with guidance from sales leadership team.
• Participates in daily/weekly calls training with Manager
• Completes industry training curriculum.
• Learns basic public speaking skills and participates in presentation training programs.

Planning & Territory Management
• Follows guidance from and supports the Senior Sales team in relation to territory management strategy and managing the assigned territory.
• Participates in territory planning with sales team. Executes on territory business plan using data and insights to target new and existing clients, determining optimum contact strategy and sales opportunities.
• Provides input to changes in territory business plan and strategies with internal sales team and team leadership.
• Creates weekly plan of appointments, makes outgoing calls and follow up on leads from Senior Sales team.
• Demonstrates proficiency of key sales tools in the sales process.

What ideal qualifications would help someone to be successful?
• Bachelor's degree or equivalent experience
• Typically has 1-2 years related experience
• Series 7 and 63 (or any other advanced licenses) required
• CIMA (Certified Investment Management Analyst) preferred What makes Franklin Templeton unique? In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of —the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results. Highlights of our benefits include:
  • Three weeks paid time off the first year
  • Medical, dental and vision insurance
  • 401(k) Retirement Plan with 75% company match on your pre-tax and/or Roth contributions, up to the IRS limits
  • Employee Stock Investment Program
  • Tuition Assistance Program
  • Purchase of company funds with no sales charge
We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and . An emphasis on corporate citizenship is embedded in our , and is an important element of how we achieve success. We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, , and see what it means to say, “I AM Franklin Templeton”. Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. We invite you to visit us at to learn more about our company and our career opportunities. #LI-US #MID_SENIOR_LEVEL
Job Function : Sales and Relationship Management Primary Location : United States-Florida-Miami Schedule : Full-time Job Posting Date : Sep 4, 2019, 9:45:41 AM

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