Internal Wholesaler
Job Description:
Babson Capital’s Global Business Development Group (GBDG) is seeking an Internal Wholesaler to join our team. The Internal Wholesaler will drive sales and build relationships with Financial Professionals selling Babson Capital’s investment solutions including two Babson Capital open-end funds expected to launch simultaneously later this year. The Internal Wholesaler must achieve and maintain expert knowledge of existing and future Babson Capital Funds and the Mutual Fund Industry. This position will report within GBDG.
Responsibilities:
- Build and maintain relationships with financial advisors. Drive AUM through cultivating and expanding these relationships through outbound calls and emails
- Respond to inbound product and sales calls
- Identify and become an expert on customer segments and behavior, product demand, sales approach, service needs and competitive positioning
- Provide ongoing feedback to product development regarding product demand and needs in the marketplace
- Provide marketing support for new funds/investment products as needed
Requirements:
- Bachelor degree
- 2+ years of sales experience in mutual funds and/or managed accounts
- Series 6 or 7 63 or 66 license required
- Strong communication skills
- Ability to work well independently and within a team
- Some travel required
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