Associate, Internal Sales

The TCW Group, Inc.; Boston (MA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits package

Annual discretionary bonus

Job summary

The TCW Group, Inc. is seeking an Internal Sales Associate in Boston to enhance financial advisor relationships by partnering with Regional Sales Consultants. This role includes proactive engagement with financial advisors, market analytics, and developing investment management sales skills.

Qualifications include a Bachelor’s degree in business or finance, 1-2 years of sales experience preferably in financial services, and the Series 7 and 63 licenses are highly preferred. Additional benefits include a comprehensive package and the potential for an annual bonus.

Qualifications

• 1 - 2 years of sales experience in financial services preferred.
• Series 7 & 63 licenses highly preferred.
• Curiosity to develop expertise in capital markets.

Responsibilities

• Partner with external wholesalers to grow territory coverage.
• Engage with financial advisors to educate on investment solutions.
• Participate in sales and marketing campaigns.
• Ongoing professional development and training.

Skills

Sales experience

Communication skills

Problem-solving

Knowledge of financial instruments

Education

Bachelor’s Degree in business or finance

Tools

Salesforce CRM

Job description

Position Summary

The Internal Sales Associate partners with TCW’s Regional Sales Consultants (external wholesalers) to source, develop and enhance financial advisor relationships in the National & Independent Broker-Dealer channels, RIAs, and Family Offices. They will communicate with financial professionals on a wide range of investment related topics including: portfolio process & philosophy, positioning, outlook, performance, risk metrics and related capital market developments. This position provides the opportunity to develop investment management sales skills in a dynamic and team-oriented environment. Over time, the Internal Sales Associate will receive increasing sales responsibilities in an effort to enhance territory coverage and net new business.

Essential Duties

• Partner with external wholesalers to optimize and grow territory coverage and market share
• Proactively engage with financial advisors via phone and other digital means to build relationships, educate them on TCW’s investment solutions and raise net new assets.
• Provide timely market perspectives, sales literature, analytics and service deliverables
• Implement periodic sales and marketing campaigns
• Actively participate in ongoing professional development and training
• Participate in periodic travel to support advisor relationships & marketing initiatives

Required Qualifications

• Bachelor’s Degree in a business or finance related major preferred
• 1 - 2 years Sales experience, preferably within financial services
• Series 7 & 63 Licenses attained highly preferred

Professional Skills Qualifications

• Curiosity to develop expertise in capital markets & financial instruments
• Ability to take initiative and be a problem solver
• Excellent communicator with strong presentation skills
• Ability to work in a fast-paced and collaborative work environment
• Ability to prioritize and manage multiple tasks

Desired Qualifications

• Salesforce CRM Experience

This role requires candidates to work from a TCW office four days a week.

Estimated Compensation:

Base Salary: For CA/BOS based position, the base salary range is $80k-$90k. This represents base salary range only.

Other Compensation: In addition to the base salary, this position will be eligible to be considered for an annual discretionary bonus.

Benefits: Eligible for TCW’s comprehensive benefits package.

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