Inbound Sales Associate – Financial Services

Victory Capital; Boston (MA); On-site; USD 47,000 - 50,000; Full time

Benefits offered by this job

Medical, Dental, Vision plans

Flexible PTO

Tuition reimbursement

Family medical and disability leaves

401k with employer match

Job summary

Victory Capital is a diversified global asset management firm headquartered in San Antonio, TX, offering a broad range of investment strategies and client services. The role focuses on inbound telephone sales coverage and sales support for the broker-dealer community.

You will report to the Head of Training and Internal Sales leadership, handling inquiries, generating leads, and backing up ISDs and RSDs as needed.

Qualifications

• Series 7 and 63 required; SIE preferred.
• Knowledge of the financial marketplace including stocks, bonds, international investing, currency, etc.
• Self-motivated with attention to detail, able to work autonomously and in fast-paced environment.
• Strong verbal and written communication skills.
• Flexible with work schedule.
• Candidates without preferred registrations will be expected to obtain them per policy.
• One year of customer service experience preferred.
• Financial services/mutual fund industry experience a plus.

Responsibilities

• Respond to inquiries from registered representatives regarding fund, marketing and sales information; generate quality sales leads for ISD and RSD.
• Provide sales support to the ISD, RSD and Sales Desk Manager.
• Provide back-up support for ISDs by outbound sales calls as directed by the Manager, and collaborate with the RSD.
• Maintain an above-average balance of inbound calls and total time available for calls.
• Provide coverage for outgoing sales initiatives as assigned by management and ISD.

Skills

Licenses 7 & 63

Verbal & written communication

Self-motivated

Flexible schedule

Customer service experience

Financial marketplace knowledge

Mutual fund/financial services exp.

Job description

Victory Capital is a diversified global asset management firm headquartered in San Antonio, TX, offering a broad range of investment strategies and client services. The role focuses on inbound telephone sales coverage and sales support for the broker-dealer community.

You will report to the Head of Training and Internal Sales leadership, handling inquiries, generating leads, and backing up ISDs and RSDs as needed.