Internal Sales Associate (January 2027 Class)

Franklin Templeton

Saint Petersburg (FL)

Vor Ort

USD 55.000 - 65.000

Vollzeit

14 Tage+
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Benefits dieser Stelle

Paid Time Off
Health Coverage
401(k) plan with generous match
Employee stock investment program
LEAP education assistance
Discretionary bonus potential

Zusammenfassung

Franklin Templeton seeks an Internal Sales Associate to join the Wealth Management Internal Sales Team. You’ll complete comprehensive training on markets and products, support regional internal and external sales teams, and pursue FINRA licenses in the first months.

The role emphasizes strong communication, teamwork, and a proactive approach to learning in a fast-paced environment with long-term growth opportunities.

Qualifikationen

  • BA or BS degree required.
  • SIE licensed preferred but not required at application.
  • Financial industry experience preferred.
  • Proficiency with MS Office Suite.
  • Highly motivated and thrives in a fast-paced environment.
  • Exceptional communicator with strong time management skills.
  • Focused on effective communication and interpersonal skills.
  • Willing to embrace constructive feedback with a focus on improvement.
  • Team player who leads by example.
  • Passionate about the financial markets with a continuous learning mindset.

Aufgaben

  • Complete a comprehensive training program focused on the financial markets, financial products, key client segments, technology tools, portfolio construction sales skills, and overall professional development.
  • Obtain the SIE, Series 7, and Series 63 licenses with FINRA within first 90-180 days.
  • Be the first point of contact to provide regional sales support for both our internal and external sales teams.
  • Build a strong understanding of the financial services industry and the financial markets.
  • Develop acumen on Franklin Templeton’s suite of products.
  • Acquire fundamental knowledge of key competitor products.
  • Develop strong communication and sales skills.
  • Field questions regarding Franklin Templeton products and strategies.
  • Provide information and insights to clients regarding market/industry trends and Franklin Templeton products, services, and resources.
  • Work with an assigned peer mentor and receive regular coaching, training, and feedback from leadership.

Kenntnisse

MS Office
Communication
Time management
Team player
Motivation
Financial markets interest

Ausbildung

BA or BS degree

Tools

FINRA SIE (preferred)

Jobbeschreibung

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.

From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.

What is the Wealth Management Internal Sales Team responsible for?

The Wealth Management Internal Sales Team is dedicated to delivering world‑class consultative sales and relationship management support to financial advisors.

What is the Internal Sales Associate responsible for?

The Internal Sales Associate is the entry‑level sales position on the Wealth Management Internal Sales Team and considered the gateway to career growth at Franklin Templeton. The Wealth Management Internal Sales Team is dedicated to delivering world‑class consultative sales and relationship management support to financial advisors. Upon completion of the Associate program (4‑8 months) associates are eligible for promotion to Internal Sales Consultant.

What are the ongoing responsibilities of an Internal Sales Associate?
  • Complete a comprehensive training program focused on the financial markets, financial products, key client segments, technology tools, portfolio construction sales skills, and overall professional development.

  • Obtain the SIE, Series 7, and Series 63 licenses with FINRA within first 90-180 days.

  • Be the first point of contact to provide regional sales support for both our internal and external sales teams.

  • Build a strong understanding of the financial services industry and the financial markets.

  • Develop acumen on Franklin Templeton’s suite of products.

  • Acquire fundamental knowledge of key competitor products.

  • Develop strong communication and sales skills.

  • Field questions regarding Franklin Templeton products and strategies.

  • Provide information and insights to clients regarding market/industry trends and Franklin Templeton products, services, and resources.

  • Work with an assigned peer mentor and receive regular coaching, training, and feedback from leadership.

What ideal qualifications, skills and experience would help someone to be successful?
  • BA or BS degree required.

  • SIE licensed is preferred, but not required upon application.

  • Financial industry experience preferred.

  • Proficiency with MS Office Suite.

  • Highly motivated and thrive in a fast‑paced environment.

  • Exceptional communicator with strong time management skills.

  • Focused on effective communication and interpersonal skills.

  • Willing to embrace constructive feedback with a focus on improvement.

  • Team player who leads by example.

  • Passionate about the financial markets with an interest in continuous learning.

Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non‑monetary — designed to support their well‑being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $55,000.00 - $65,000.00, depending on location and level of relevant experience, plus discretionary bonus.

#LI‑Hybrid

At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.

Highlights of our benefits include:
  • Paid Time Off : Three weeks of PTO in your first year

  • Health Coverage : Competitive medical, dental, and vision insurance to support your well‑being

  • Retirement Savings : 401(k) plan with an 85% company match on pre‑tax and/or Roth contributions, up to IRS limits

  • Equity & Investing : Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities

  • Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement

  • Employee Investment Benefits : Opportunity to purchase company funds with no sales charge

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

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