Internal Sales Officer
Internal Sales Officer - Wealth Management (Job Number: 1300212)
Description
The incumbent will support lead generation and management for the overall Sales organization within BNY Mellon Wealth Management. The incumbent will focus on three primary areas: Responding to telephone and email inquiries generated via print advertising, the web and future marketing campaigns. Prequalifying and developing those inquiries into prospects for Wealth Management, or other BNY Mellon Channels (ie Dreyfus). Once a prospect is qualified, it will be directed to a sales region for Senior Sales Director development. The incumbent would potentially bring some sales prospects through the entire sales process and close the sale. Supporting other Wealth Management National Sales strategies (the National Conferences) to respond to COI inquiries generated by these conference activities and develop and prequalify the COIs into viable lead sources for Wealth Management. Once COI has been cultivated, they will be transitioned to a regional Sales Director for referral source development. Develop an external strategy to go direct to high net worth individuals and COIs via email, direct mail, internet and telephone to cultivate relationships and develop prospects and referral channels for the sales force in the field. The Internal Sales Officer must efficiently qualify, identify and understand the needs of clients, COIs and other inquiries in order to provide insight, relevant marketing materials and information to the prospect, as well as transition the lead to a regional sales director for further cultivation. This position may also provide prospect and client analysis on a project basis.
Qualifications
The qualified incumbent should possess 5+ years of related experience, preferably in financial services as well as 1-3 years of sales or relationship management experience. Successful candidates must be able to understand / deal with high net worth individuals, clients with investable assets of $2 million or more. Excellent listening skills, and superior communication is required particularly via phone and email. Undergraduate degree or equivalent experience is preferred.
Primary Location: United States-USA-PA-Pittsburgh
Internal Jobcode: 31556
Job: Wealth Management
Organization: Wealth Mgmt National Sales-HR07365
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