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This position provides the opportunity to learn a broad array of investment products and strategies, as well as, further develop sales skills. The successful incumbent will receive increasing prospecting and sales responsibilities overtime in an effort to enhance territory coverage and net new business.
Partner with external wholesalers to optimize and grow territory coverage & market share. Conduct proactive outbound service & sales initiatives to raise awareness of TCW offerings, build relationships, and meet external partner & firm objectives. Respond to inbound information & service communications. Serve as a liaison between external wholesalers and financial advisor constituents Fulfill literature requests, marketing campaigns and ad hoc reporting Participate in ongoing professional development & training
Bachelor's degree Series 7 & 63 Licenses preferred 1 - 3 years financial services experience (customer service or sales preferred) A working understanding of the capital markets & financial instruments Strong initiative and work ethic Effective communication & presentation skills Attention to detail and the ability to manage multiple tasks Ability to work in a fast paced, collaborative and team-oriented environment