Wholesaler Associate 2
- Employer
- Allspring Global Investments Holdings, LLC
- Location
- Menomonee Falls, Wisconsin
- Salary
- Base + Bonus
- Closing date
- Jul 1, 2022
View more
- Job Function
- Wholesale Sales
- Industry Sector
- Asset Management
- Employment Type
- Full Time
Job Details
Allspring Global Investments has an opening for a Wholesaler Associate 2 role. As a Wholesaler Associate, you will focus on deepening relationships with existing financial advisors and identifying new sales opportunities, provide support for field wholesalers as a home office point of contact, and resolve complex questions regarding the mutual fund line-up, investment commentary and practice management solutions. You must have a strong ability to multi-task and prioritize while maintaining a flexible approach in a fast-paced environment.
RESPONSIBILITIES:
- Call on Financial Advisors at various broker/dealers to communicate strategies that increase product sales within the Allspring Global Investments Funds.
- Partner with field wholesalers to develop and execute on a territory business plan to meet and exceed territory gross and net sales goals.
- Utilize business tools to target key opportunities that align with corporate initiatives.
REQUIRED QUALIFICATIONS:
- 2+ years of sales experience.
- Successfully completed FINRA Series 7 and 63 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents).
DESIRED QUALIFICATIONS:
- Excellent verbal, written, and interpersonal communication skills.
- Ability to work effectively, as well as independently, in a team environment.
- Strong organizational, multi-tasking, and prioritizing skills.
- Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment.
- Strong presentation skills.
- Outstanding problem solving and decision-making skills.
- 4+ years mutual funds sales or service experience.
- Business development, financial product sales, and consultative selling experience.
Company
Rooted in decades of trusted asset management experience, Allspring is staying true to its core investment roots while reinventing itself. A company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains.
- Website
- https://allspringglobal.com/
- Location
-
Director of Accounts Payable
10715 David Taylor Drive, Suite 400
Charlotte
NC
28262
US
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