Internal Sales Associate

Start date of new hire training class will be early June 2024.

At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals.

Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals.

Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

Come join us in delivering better outcomes for our clients around the world!

What is the Wealth Management Internal Sales Team responsible for?

The Wealth Management Internal Sales Team is dedicated to delivering world-class consultative sales and relationship management support to financial advisors.

What is the Internal Sales Associate responsible for?

The Internal Sales Associate is the entry-level sales position on the Wealth Management Internal Sales Team and considered the gateway to career growth at Franklin Templeton.

The Wealth Management Internal Sales Team is dedicated to delivering world-class consultative sales and relationship management support to financial advisors.

Upon completion of the Associate program (4-8 months) associates are eligible for promotion to Internal Sales Consultant.

What are the ongoing responsibilities of an Internal Sales Associate?

Complete a comprehensive training program focused on the financial markets, financial products, key client segments, technology tools, portfolio construction sales skills, and overall professional development.

Obtain the SIE, Series 7, and Series 63 licenses with FINRA (Financial Industry Regulatory Authority) within first 90-180 days.

Be the first point of contact to provide regional sales support for both our internal and external sales teams in the form of research, inbound / outbound telephone, and email communication.

Build a strong understanding of the financial services industry and the financial markets.

Develop acumen on Franklin Templeton’s suite of products to provide solutions to financial advisors.

Acquire fundamental knowledge of key competitor products to position with Franklin Templeton products and services.

Develop strong communication and sales skills, including the ability to deliver effective presentations both internally and externally.

Field questions regarding Franklin Templeton products and strategies.

Provide information and insights to clients regarding market / industry trends and Franklin Templeton products, services, and resources.

Work with an assigned peer mentor throughout the training program, and receive regular coaching, training, and feedback from leadership.

What ideal qualifications, skills and experience would help someone to be successful?

BA or BS degree preferred. Candidates may have a broad array of majors.

SIE licensed is preferred, but not required upon application.

Financial industry experience preferred, including work experience, internships, and college coursework.

Proficiency with MS Office Suite

Successful candidates will be :

Highly motivated and thrive in a fast-paced environment. Exceptional communicator with strong time management skills.Focused on effective communication and interpersonal skills, over the phone and in person.

Willing to embrace constructive feedback with a focus on improvement.Team player who leads by example. Passionate about the financial markets with an interest in continuous learning.