VP - Insurance/Sub-Advisory Business Development

Franklin Templeton Investments
New York, USA
Jul 05, 2017
Jul 11, 2017
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Franklin Templeton Investments is a leading global investment management organization due to the efforts of our greatest assets - our employees.  We have over 9,000 employees working in 60 offices around the world, servicing investment solutions for our clients in more than 150 countries. We believe in our corporate values of putting clients first, building relationships, achieving quality results, and working with integrity. Our people are dedicated to delivering strong results and exceptional service to clients, team members and business partners.  
For more than 65 years, our success has been a direct result of the talent, skills and persistence of our people. We're currently looking for qualified candidates to join our team.

Responsibilities include:
  • Identifies and cultivates prospects and/or clients, initiates and follows-up on new business opportunities, leads new business meetings and closes sales to large, multi-billion dollar VA and DC platforms.

  • Develops and maintains relationships with internal business partners to help facilitate client sales and servicing efforts.

  • Responsible for cross-selling products within existing client relationships.  Assists in developing and launching new products.

  • Complete call reports, expense reports, itineraries (or any other assignment from the sales manager) on time.

  • Provide the highest quality services by coordinating the resolution of problems and providing requested communications.

  • Complete special assignments: Due diligence meetings, conferences, developing relationships with designated client home office personnel.
**Preferred to be filled in one of our National Offices**

Ideal candidates will have:
  • Bachelor's degree or equivalent experience

  • Eight or more years of investment sales experience

  • Knowledge of financial services industry

  • Series 7 required

  • CFA and MBA preferred

  • Excellent sales skills and in-depth product/investment knowledge.

  • Stature and experience needed to cover the largest and most complex prospects and/or clients.
In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Highlights of our benefits include:
* Three weeks paid time off the first year 
* Medical, dental and vision insurance 
* 401(k) Retirement Plan with 75% company match, up to the IRS limits
* Employee Stock Investment Program 
* Tuition Assistance Program 
* Purchase of company funds with no sales charge 
* Onsite fitness center and recreation center* 
* Onsite cafeteria* 
Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at www.franklintempletoncareers.com to learn more about our company and our career opportunities.   
*Only applicable at certain locations 

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