Internal Sales Specialist

Denver, Colorado (US)
Salary + bonus + benefits
Sep 05, 2019
Oct 05, 2019
Job Function
Institutional Sales
Industry Sector
Asset Management
Employment Type
Full Time

Job Title:  Internal Sales Specialist

Reports To:  Director of Sales/Marketing

Position Summary:

Cambiar Investors is looking for an internal sales support person who will work directly with the external team to drive new assets and build relationships within each region.  The ideal candidate will have 3+ years of sales experience with a working knowledge of the financial services industry and the ability to communicate effectively.

Primary Duties and Responsibilities:

  • Partner with designated externals to develop and maintain business relationships with the financial advisor professionals in the sales territory
  • Partner with the externals to help develop and implement their territory business plan
  • Proactively make outbound prospecting and service calls to grow distribution within specified territory
  • Support externals when traveling.  Follow up after meetings to provide additional information and inquire about additional product needs
  • Help schedule meetings for the externals with new key prospects
  • Coordinate conference calls, onsite visits and external sales meetings 
  • Maintain contact management system to track flows calls and conversations 
  • Portray a strong understanding of Cambiar’s product line up as well as the securities industry

Knowledge and Skills:

  • Possess a self-driven, entrepreneurial mindset
  • Possess strong organizational skills and the ability to manage multiple competing projects with finite resources
  • Have high standards for accuracy and work quality
  • Possess superior interpersonal skills
  • Be able to quickly develop relationships and inspire trust over the phone
  • Possess exceptional communication skills - includes business writing, motivation and relationship management
  • Strong presentation skills, both in creation and delivery, to current and prospective clients 
  • Ability to use seasoned judgment by applying broad knowledge and experience when addressing complex issues 
  • Ability to negotiate and influence others 
  • Ability to operate and manage comfortably and effectively in a fast-paced environment
  • Strong knowledge of Microsoft Office Suite tools mainly Excel, PowerPoint and Word
  • Series 6 (or 7) and 63 required

Cambiar Investors:

Cambiar Investors is a Denver-based, investment management firm, founded in 1973. We utilize a ‘Relative Value’ investment philosophy across a wide range of strategies. Our disciplined, research-driven investment approach coupled with being a 100% employee-owned organization creates a corporate culture that shares a common pursuit of excellence with our clients.