About this opportunity
U.S. Wealth Internal Desk lists this Associate, Internal Sales opportunity in boston, Massachusetts. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Internal Sales Associate
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. Over time, the Internal Sales Associate will receive increasing sales responsibilities in an effort to enhance territory coverage and net new business.
This position is located in our Boston and Los Angeles offices.
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
1 - 2 years Sales experience, preferably within financial services
Series 7 & 63 Licenses attained highly preferred
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
This role requires candidates to work from a TCW office four days a week.
Estimated Compensation:
Base Salary: For CA/BOS based position, the base salary range is $80k-$90k. This represents base salary range only.
Other Compensation and Benefits: In addition to base salary, employees are eligible for a discretionary bonus and a comprehensive benefits package designed to support you and your family, invest in your health and wellbeing, and help build long-term financial security. Benefits include medical, dental, and vision coverage, retirement benefits, and paid time off. These benefits reflect our commitment to supporting the health, wellbeing, and long-term financial security of our employees and their families.
Worksite address
boston, MA, 02298, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.