Associate, Retail Inside Sales
The TCW Group, Inc. - Los Angeles, CA

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Posted: March 2014

Work with TCW’s field-based retail sales professionals to develop and grow relationships and assets within the broker-dealer and financial advisory marketplace. Develop and enhance financial consultant/advisor relationships to attract and retain assets. Communicate with financial professionals on a wide range of topics providing relevant market insights, product information, investment ideas and client service support.

Primary Responsibilities
  • Work in conjunction with field-based sales professionals to grow distribution & assets
  • Proactively make outbound prospecting and client service calls regarding TCW and MetWest Mutual Funds, ETFs, and Separately Managed Account strategies
  • Provide current portfolio, economic, and value added commentary to financial advisors
  • Monitor and research changes in TCW and MetWest portfolios
  • Participate in product training sessions, meetings and other job training as required
Minimum Qualifications:
  • Bachelor’s degree
  • Series 7 and 63 licenses will be required
  • A passion for and knowledge of capital markets and the financial services industry
  • Self-directed individual with excellent communication skills, strong work ethic and the ability to work in a collaborative team-oriented environment
  • The ability to work in a fast paced environment, with enthusiasm and a positive attitude
  • Attention to detail and the ability to manage multiple tasks with minimal supervision
Desired Qualifications:
  • 1 - 3 years sales experience preferred; financial services a plus
  • SalesForce.com experience a plus
  • Technologically proficient and knowledgeable

The TCW Group, Inc. - 7 months ago - save job