【Carlyle】Internal Sales Analyst, Global Wealth
仕事内容
https://carlyle.avature.net/externalcareers/JobDetail/Internal-Sales-Analyst-Global-Wealth/4741
The Internal Sales Analyst’s role is to provide sales support for an assigned geographic territory while assisting the External Regional Specialist and the Senior Internal Analyst in client service-related activities. They will gain an understanding of the region, assist in prospecting efforts to develop relationships, and actively solicit new investment product sales through telephone outreach to Financial Advisors at Independent Broker Dealers or other assigned distribution networks. The position will aid the External Regional Specialist in pursuit of territory sales goals through sharing sales ideas, providing product information, gathering marketing data, and offering general sales support. Additionally, the role will actively maintain existing sales relationships by providing fund updates, qualify and schedule meetings with new prospects and on occasion participate in calls/meetings with end clients.
応募資格(必須経験など)
Education, Licensing & Certificates
· College degree required.
· Min GPA 3.30
· FINRA Series 7 and 63 required (or must be obtained within 90 days)
Professional Experience
· 1-2 years of prior Sales / Marketing experience is preferred. Knowledge of financial services, particularly alternative investments, a plus
· Must have the ability to work in a challenging and collaborative environment
· Possess a strong desire to compete and win
· Possess excellent oral and written communication skills
· Possess excellent interpersonal and customer service skills
· Proven ability to pay attention to detail and multi-task
· Must have strong relationship building skills
· Must be a detail-oriented, well-organized self-starter with high energy and creativity
Competencies & Attributes
· Proficiency with Microsoft Office skills especially Word, Excel, and PowerPoint.