Territory Internal Sales Analyst - Wealth Advisory Outreach

The Carlyle Group; New York (NY); On-site; USD 95,000 - 116,000; Full time

Benefits offered by this job

Comprehensive benefits package

Retirement benefits

Health insurance

Life insurance

Disability insurance

Paid time off

Paid holidays

Family planning benefits

Wellness programs

Annual discretionary incentive program

Job summary

The Carlyle Group Internal Sales Analyst role provides sales support for a defined territory and trains under the External Regional Specialist and Senior Internal Analyst. You will gain regional insight, prospect relationships, and actively solicit investment product sales via phone outreach to wirehouses and distribution networks.

You will participate in team meetings, share best practices, and help streamline territory operations while contributing to service quality for Carlyle Private Wealth

Qualifications

• College degree required.
• Min GPA 3.30.
• FINRA Series 7 and 63 required (or must be obtained within 90 days)

Responsibilities

• Make proactive, outbound sales calls to financial advisors in geographic territory to identify prospects and schedule quality meetings for the External Regional Specialist and the Senior Internal Analyst with producing or potentially producing financial advisors.
• Follow-up with incoming leads as well as answer incoming phone calls and email inquiries generated by External Regional Specialist and Senior Internal Analyst activity, conduct marketing and/or email campaigns.
• The Internal Sales Analyst is the first line of defense for all client service-related issues, working with Legal, Compliance, Accounting/Tax and product specialists to solve service items for Carlyle Private Wealth clients.
• Work closely with team members to develop and execute an appropriate business plan to maximize territory sales.
• Assist with administrative duties when necessary, including organizing and maintaining spreadsheets and entering activity into DealCloud CRM.

Skills

Microsoft Office

Education

College degree

GPA 3.30

Tools

DealCloud CRM

Job description

The Carlyle Group Internal Sales Analyst role provides sales support for a defined territory and trains under the External Regional Specialist and Senior Internal Analyst. You will gain regional insight, prospect relationships, and actively solicit investment product sales via phone outreach to wirehouses and distribution networks.

You will participate in team meetings, share best practices, and help streamline territory operations while contributing to service quality for Carlyle Private Wealth