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☰ DCIO Internal Sales NewB02035 - Defined Contribution2 days agoPost DateApply for JobRecommend to a FriendSign Up for Job Alerts
The DCIO (IIS) develops and maintains relationships within regionally assigned territories serving as the primary internal sales support resource for prospecting and relationship management engagements to segmented Retirement Plan Advisors in the DCIO distribution channel. The IIS works in conjunction with the External DC Investment Specialist to increase sales in Putnam Funds primarily through both outbound and inbound telephone selling. Develops and maintain new and existing relationships with retirement-focused advisors which include wire houses, regional broker/dealers, independent financial planners, registered investment advisors, banks and insurance companies.
Create annual strategic business plan with DC Investment Specialist outlining territory coverage model, focus firms/advisors, marketing activities, quarterly goals, etc.
Fully participate in the attainment of the territories annual sales goals, defined by the National DCIO Sales Manager.
On a weekly basis, speak with a minimum of 35 advisors
Participate in weekly territory management call with DC Investment Specialist to ensure advisor coverage is maximized and activity targets are met.
Develop relationships with Tier 1 advisors (approx. 300 per territory). Proactive monthly contact or as frequent as necessary.
Know the competitive mutual fund landscape in every asset class and how to handle objections in order to move the sales process forward.
Keep advisor information current in the contact management system.
Record all proactive and reactive interactions in the contact management system.
Respond to inbound sales inquiries, literature requests and service issues.
Assists DC Investment Specialist with meeting schedule coordination, as requested, and follows-up with meeting attendees.
Prospects for, and develops new retirement focused producers interested in Putnam Mutual fund products.
Become a DC subject matter expert and have the ability to present all of Putnams value added programs.
Elevate Putnam brand awareness.
Ability to provide investment reviews to sophisticated audiences.
Internal Management (collaboration with Putnam associates)
Participate in weekly sales call with sales management and be prepared to discuss weekly activity, pipeline and sales results. Discuss any issues hindering success and offer proposed solutions.
Attend appropriate internal product meetings to ensure product knowledge, DC industry trends and sales ideas.
Assist in development of appropriate sales materials for prospect presentations. Customize finals presentation.
Develop relationships with other Putnam inside wholesalers on the Retail and DC sales desks.
Act as a resource to DC, Retail, Institutional DB sales teams.
Bachelors degree required
Minimum of 2 years experience in the financial or investment management industry is preferred
Direct DC sales experience preferred
FINRA Series 7 and 63 licenses required
Advanced investment / product knowledge
Advanced phone and sales skills
Advanced organization skills
Willingness and ability to travel periodically
Ability to thrive in a fast paced, evolving landscape
Understanding of the various financial products and retirement platforms
available in the retirement market
Create and manage profiles for future opportunities.