Associate, Internal Sales

TCW; Los Angeles (CA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits package

Annual discretionary bonus

Job summary

TCW in Los Angeles is seeking an Internal Sales Associate to partner with Regional Sales Consultants to build relationships with financial advisors and optimize territory coverage. This role offers the opportunity to develop investment management sales skills in a dynamic environment.

Qualified candidates will have a Bachelor's Degree in business or finance, 1-2 years of sales experience, and preferred Series 7 & 63 licenses. The role requires working from a TCW office four days a week.

Qualifications

• Bachelor's Degree in a business or finance related major preferred.
• 1–2 years of sales experience, preferably within financial services.
• Series 7 & 63 licenses attained highly preferred.

Responsibilities

• Partner with external wholesalers to optimize territory coverage.
• Engage with financial advisors to build relationships and raise assets.
• Provide market perspectives and sales deliverables.
• Implement sales and marketing campaigns.
• Participate in ongoing professional development.
• Travel to support advisor relationships.

Skills

Sales experience

Communication skills

Problem-solving

Presentation skills

Education

Bachelor’s Degree in a business or finance related major

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 and 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 and marketing initiatives.

Required Qualifications

• Bachelor’s Degree in a business or finance related major preferred.
• 1–2 years of 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.