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Internal Sales Associate

Employer
TCW
Location
Los Angeles, California
Salary
Commensurate with experience
Closing date
Oct 22, 2021

Job Details

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. They will communicate with financial professionals on a wide range of investment related topics including: portfolio process & philosophy, positioning, outlook, risk metrics, performance and related capital market developments.  This position provides the opportunity to learn a broad array of investment products and strategies, as well as, further develop sales skills.  Overtime, the Internal Sales Associate will receive increasing prospecting and 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 offerings 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 territory & marketing initiatives

Required Qualifications

  • Bachelor’s degree
  • Series 7 & 63 Licenses (or within first 90 days)
  • 1 - 3 years Sales experience within financial services
  • Working knowledge of capital markets & financial instruments
  • Comfortable communicating with and presenting to senior finance professionals

Professional Skills Qualifications

  • Strong decision making skills and ability to take initiative
  • Excellent written and oral communication and presentation skills
  • Ability to work in a fast-paced and collaborative work environment
  • Ability to prioritize time and manage multiple tasks

Desired Qualifications

  • Salesforce CRM Experience

Company

Founded in 1971 and based in Los Angeles, TCW manages a broad range of innovative, value-added investment products that strive to enhance and protect clients' wealth. TCW clients include many of the largest corporate and public pension plans, financial institutions, endowments and foundations in the U.S., as well as a substantial number of foreign investors and high net worth individuals. TCW works in close partnership with Financial Advisors to help build their businesses and meet the needs of their clients.

As of December 31, 2019, TCW had total assets under management of $217 billion. TCW is headquartered in Los Angeles, and has offices in New York, Boston, Chicago, London, Milan, Hong Kong, Tokyo, and Sydney. 

Company info
Telephone
2132440986
Location
865 S. Figueroa Street
Los Angeles
CA
90017
US

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