Internal Sales Associate

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 (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance.

Victory Capital is headquartered in San Antonio, Texas. To learn more, visit www.vcm.com or follow us on Facebook, Twitter (X), and LinkedIn.

General Summary and Purpose:

Provide inbound telephone sales coverage and administrative assistance as it relates to the ongoing communication of sales information to the broker dealer community.

You will report to the Head of Training, Practice Management, Deputy Manager Internal Sales Directors

You Will:

• Respond to incoming inquiries from registered representatives regarding fund, marketing and sales information while asking proactive questions to generate quality sales leads for Internal Sales Directors (ISD) and Regional Sales Directors (RSD)
• Provide sales support to the ISD, RSD and Sales Desk Manager
• Provide back-up support for ISD’s who are absent by conducting outbound sales calls at the direction of the Manager, and working closely with the RSD
• Maintain an above average balance of inbound calls taken and total available time for incoming calls;
• Provide coverage for outgoing sales initiatives as assigned by management and ISD.

You Have:

• Series 7 and 63 needed, SIE preferred
• Knowledge of the financial marketplace including, but not limited to: stocks, bonds, international investing, currency, etc.
• Self-motivated, with attention to details, that can work autonomously and at times collaboratively in a fast pace atmosphere.
• Strong verbal and written communication skills.
• Flexible with work schedule.
• Candidates without the preferred registrations will be expected to obtain them in accordance with Victory Capital’s policy.
• One year of customer service experience preferred
• Financial services/mutual fund industry experience a plus

Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.

Target Compensation:

The target base salary range for this position is $47,000 - $ 50,000

Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees, and certifications.

Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.

Victory Capital Management’s total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.

We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.