Internal Sales Associate: Financial Advisor Partnerships

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

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.