Skills

Salesforce Sales Presentation Skills CRM Training Marketing Analytics

Job Specifications

Position Summary

The Internal Sales Associate partners with TCW’s Regional Sales Consultants (external wholesalers) to source, develop and enhance financial advisor relationships in the National & Independent Broker-Dealer channels, RIAs, and Family Offices. They will communicate with financial professionals on a wide range of investment related topics including: portfolio process & philosophy, positioning, outlook, performance, risk metrics and related capital market developments. This position provides the opportunity to develop investment management sales skills in a dynamic and team-oriented environment. Overtime, the Internal Sales Associate will receive increasing sales responsibilities in an effort to enhance territory coverage and net new business.

Essential Duties

Partner with external wholesalers to optimize and grow territory coverage and market share
Proactively engage with financial advisors via phone and other digital means to build relationships, educate them on TCW’s investment solutions and raise net new assets.
Provide timely market perspectives, sales literature, analytics and service deliverables
Implement periodic sales and marketing campaigns
Actively participate in ongoing professional development and training
Participate in periodic travel to support advisor relationships & marketing initiatives

Required Qualifications

Bachelor’s Degree in a business or finance related major preferred
Minimum of 2 years Sales experience, preferably within financial services
Series 7 & 63 Licenses (or attained within first 90 days)

Professional Skills Qualifications

Curiosity to develop expertise in capital markets & financial instruments
Ability to take initiative and be a problem solver
Excellent communicator with strong presentation skills
Ability to work in a fast-paced and collaborative work environment
Ability to prioritize and manage multiple tasks

Desired Qualifications

Salesforce CRM Experience

Estimated Compensation

Base Salary: For a CA / MA based position, the base salary range is $80k. This is an anticipated range only.

Other Compensation: Eligible to be considered for an annual discretionary bonus

Benefits: Eligible for TCW’s comprehensive benefits package. See more information here .

About the Company

TCW is a leading global asset management firm with more than five decades of investment experience and a broad range of products across fixed income, equities, emerging markets, and alternative investments. TCW’s clients include many of the world’s largest corporate and public pension plans, financial institutions, endowments and foundations, as well as financial advisors and high net worth individuals. TCW is an Affirmative Action-Equal Opportunity Employer. For more information, please visit www.TCW.com. To see TCW care... Know more