At Franklin Templeton, we’re advancing 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 provide opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
We are seeking a Regional Director in Franklin Templeton’s Insurance, Retirement, and 529 channel who would be responsible for covering the Midwest region.
The territory includes North and South Dakota, Nebraska, Minnesota, Iowa, Wisconsin, Illinois, Michigan, Indiana, and Ohio.
This professional will be responsible for developing and deepening relationships with variable annuity and insurance partners, as well as internal partners, across the Midwest territory.
The ideal candidate will reside in Illinois, Ohio, Michigan, Minnesota, Wisconsin, or Indiana.
What are the ongoing responsibilities of the Insurance & 529 Regional Director?
Using discretion, judgment, and the highest level of ethical standards, the Regional Director will be responsible for driving sales of Franklin Templeton strategies placed at our insurance and select 529 clients throughout the territory.
They will play an instrumental role in strengthening our client relationships and building Franklin’s brand awareness and market dominance.
Develop and deepen relationships across client distribution organizations including internal and external wholesaling teams, sales management, and home offices.
Execute business plan that aligns with the goals of the Insurance, Retirement, and 529 channel.
Secure opportunities to present to groups of financial advisors, internal wholesalers, and external wholesalers at a variety of events to provide value add content, economic updates, and strategy sales ideas.
Train wholesaling teams on Franklin strategies and marketing resources to support sales efforts.
Ensure alignment with Strategic Account Team priorities to pursue new mandates and product placements.
Collaborate with internal stakeholders including teammates, marketing, product management, and Franklin’s multiple investment management organizations in order to surpass client expectations and offer world class support to sales efforts.
Create and communicate client specific sales ideas to increase Franklin’s market share.
Remain a student of the market and industry.
Maintain client engagement activities in Franklin’s CRM system.
Manage expenses in a timely manner and adhere to corporate and regulatory guidelines for advisor and firm sponsorships.
What ideal qualifications, skills & experience would help someone to be successful?
Must have the highest ethical standards and display both professional and personal integrity
Highly effective team player
Flexible, adaptable, and able to travel up to 75% of the time
Bachelor’s degree
FINRA Series 7 and 63
Ability to leverage technology to increase efficiency and productivity
5 years relevant experience
Intellectually curious around the markets and financial services industry
Superb public speaking and presentation skills
Able to identify sales opportunities and anticipate client needs
Self-starter and motivated
Able to work in a fast-paced environment that experiences constant change
Strong negotiation skills
Ability to manage expense budget effectively
Goal oriented and results driven
Strong interpersonal skills with ability to develop strong relationships with clients, colleagues, and internal partners
Compensation Range :
Insurance & 529 Regional Director - Midwest Territory
We are seeking a Regional Director in Franklin Templeton’s Insurance, Retirement, and 529 channel who would be responsible for covering the Midwest region. Using discretion, judgment, and the highest level of ethical standards, the Regional Director will be responsible for driving sales of Franklin ...
Regional Director, Field P&O - Central & Midwest
This position will be based out of the Banfield Pet Hospital Central & Midwest regions (Ex: Chicago, IL; Cleveland, OH; Columbus, OH; Denver, CO; Nashville, TN; St. Monitor trends in employment issues across regions, ensuring the Regional P&O Team takes proactive corrective measures. Collaborate wit...
Business Operations Manager
The Business Operations Manager will be responsible for overseeing day-to-day operations, managing business processes, implementing strategies to optimize efficiency, and ensuring seamless internal communication and coordination. This is a full-time on-site role for a Business Operations Manager. Bu...
Director of People Operations
YWCA is looking for a dynamic, organized and people-focused candidate to join the People Operations team as the Director of People Operations. Demonstrates commitment to the YWCA and its mission of the empowerment of women and elimination of racism. Proficient in MS office with expertise in Microsof...
Territory Account Manager
Manage accounts effectively to ensure customer/territory retention and growth. Perform customer surveys, outside sales calls, cold calls, and the accountability of pipeline activity. ...
Landscape Operations Manager
Act as a liaison between field operations and the administrative, customer service, and general management functions. ...
Regional Director of Operations
The Regional Director of Operations supports, leads and directs the Communities to operational and financial success. Responsible for oversight of Community Executive Directors, maintaining full responsibility for efficient operations and compliance with the financial goals established in the approv...
Regional Sales Manager - Cortex
Exceeding sales quota as a Major or Large Account Manager, Channel Account Manager, or Territory Account Manager for a multinational company. Take full responsibility for accurate sales forecasting by demonstrating in depth knowledge of sales cycles from initial contact through the procurement proce...
Account Compliance Manager
The Account Compliance Manager (ACM) is responsible for the quality control of general business operations, increasing client satisfaction, and working productively with Independent Contractors (IC). Review scope of work and ensure quality assurance per account to retain existing business and gain n...
General Manager I
As a General Manager you will be required to lead by example selling to our customers as well as learn the ins and outs of the General Manager role. ...