Philanthropic sales associate i - united states, doctor sobral

job description:

the phil sales associate i, endowment and foundation associate (efa) serves as sales support to endowment and foundation specialists (efs) covering our northeast sales region. the efa role serves as a critical member of the business development team in our pursuit of new business with institutional and private nonprofit organizations. the efa will work with the isds to develop a sales territory and cultivate relationships with both private bank and merrill advisors.

major responsibilities:

actively manage sales pipeline with efss by ensuring accuracy, consistency and timely entry of proactive and reactive interactions into the client relationship management (crm) system

build out institutional profiles for new and existing relationships by collaborating with internal strategic partners and subject matter experts

participate in market management routines with efss, leadership, and advisors

stay current on the competitive landscape and how to handle objections

respond to all inbound sales inquiries, literature or presentation requests, and service issues in a proactive and timely manner

assist efss with meeting schedule coordination, pre-meeting research, and timely follow up for post meeting activities

coordinate pricing proposals with efs and pricing teams

elevate philanthropic solutions’ internal brand awareness through phone interactions with advisors

assist in development of appropriate sales materials for prospect presentations

provide support to the deals team involved in the rfp process 

actively participate in ongoing management of assigned markets business objectives, strategy and execution

serve as vocal member of team, offering innovative ideas, insights and tactics to increase business efficiency and delivery

key skills and competencies:

must have a passion for sales and a willingness to learn about the institutional asset management marketplace

must posses excellent organizational, written and verbal communication skills

ability to manage time effectively, multi-task, and work well under pressure in a team environment

must posses strong interpersonal skills and have the ability to communicate effectively with our advisors, as well as, with all levels of internal colleagues and our prospects

have a desire to learn about the institutional marketplace, including, asset allocation strategy, spending policy and other related attributes of nonprofit organizations

desire to grow, take on more, and to learn innovative sales strategies

•

desired qualifications:

four-year degree is required

one to two years of relevant experience within a financial services organization is preferred

technically proficient with microsoft office, including advanced power point, crm systems

series 7 and 66 licenses required, or to be obtained within 90 days of employment

job band:

h5

shift: 

1st shift (united states of america)

hours per week:

40

weekly schedule:

referral bonus amount:

0

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job description:

the phil sales associate i, endowment and foundation associate (efa) serves as sales support to endowment and foundation specialists (efs) covering our northeast sales region. the efa role serves as a critical member of the business development team in our pursuit of new business with institutional and private nonprofit organizations. the efa will work with the isds to develop a sales territory and cultivate relationships with both private bank and merrill advisors.

major responsibilities:

actively manage sales pipeline with efss by ensuring accuracy, consistency and timely entry of proactive and reactive interactions into the client relationship management (crm) system

build out institutional profiles for new and existing relationships by collaborating with internal strategic partners and subject matter experts

participate in market management routines with efss, leadership, and advisors

stay current on the competitive landscape and how to handle objections

respond to all inbound sales inquiries, literature or presentation requests, and service issues in a proactive and timely manner

assist efss with meeting schedule coordination, pre-meeting research, and timely follow up for post meeting activities

coordinate pricing proposals with efs and pricing teams

elevate philanthropic solutions’ internal brand awareness through phone interactions with advisors

assist in development of appropriate sales materials for prospect presentations

provide support to the deals team involved in the rfp process 

actively participate in ongoing management of assigned markets business objectives, strategy and execution

serve as vocal member of team, offering innovative ideas, insights and tactics to increase business efficiency and delivery

key skills and competencies:

must have a passion for sales and a willingness to learn about the institutional asset management marketplace

must posses excellent organizational, written and verbal communication skills

ability to manage time effectively, multi-task, and work well under pressure in a team environment

must posses strong interpersonal skills and have the ability to communicate effectively with our advisors, as well as, with all levels of internal colleagues and our prospects

have a desire to learn about the institutional marketplace, including, asset allocation strategy, spending policy and other related attributes of nonprofit organizations

desire to grow, take on more, and to learn innovative sales strategies

•

desired qualifications:

four-year degree is required

one to two years of relevant experience within a financial services organization is preferred

technically proficient with microsoft office, including advanced power point, crm systems

series 7 and 66 licenses required, or to be obtained within 90 days of employment

job band:

h5

shift: 

1st shift (united states of america)

hours per week:

40

weekly schedule:

referral bonus amount:

0

job description:
the phil sales associate i, endowment and foundation associate (efa) serves as sales support to endowment and foundation specialists (efs) covering our northeast sales region. the efa role serves as a critical member of the business development team in our pursuit of new business with institutional and private nonprofit organizations. the efa will work with the isds to develop a sales territory and cultivate relationships with both private bank and merrill advisors.

major responsibilities:

actively manage sales pipeline with efss by ensuring accuracy, consistency and timely entry of proactive and reactive interactions into the client relationship management (crm) system

build out institutional profiles for new and existing relationships by collaborating with internal strategic partners and subject matter experts

participate in market management routines with efss, leadership, and advisors

stay current on the competitive landscape and how to handle objections

respond to all inbound sales inquiries, literature or presentation requests, and service issues in a proactive and timely manner

assist efss with meeting schedule coordination, pre-meeting research, and timely follow up for post meeting activities

coordinate pricing proposals with efs and pricing teams

elevate philanthropic solutions’ internal brand awareness through phone interactions with advisors

assist in development of appropriate sales materials for prospect presentations

provide support to the deals team involved in the rfp process 

actively participate in ongoing management of assigned markets business objectives, strategy and execution

serve as vocal member of team, offering innovative ideas, insights and tactics to increase business efficiency and delivery

key skills and competencies:

must have a passion for sales and a willingness to learn about the institutional asset management marketplace

must posses excellent organizational, written and verbal communication skills

ability to manage time effectively, multi-task, and work well under pressure in a team environment

must posses strong interpersonal skills and have the ability to communicate effectively with our advisors, as well as, with all levels of internal colleagues and our prospects

have a desire to learn about the institutional marketplace, including, asset allocation strategy, spending policy and other related attributes of nonprofit organizations

desire to grow, take on more, and to learn innovative sales strategies

•

desired qualifications:

four-year degree is required

one to two years of relevant experience within a financial services organization is preferred

technically proficient with microsoft office, including advanced power point, crm systems

series 7 and 66 licenses required, or to be obtained within 90 days of employment

shift:

1st shift (united states of america)

hours per week: 

40

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