Job Title

Position Summary

The Internal Sales Associate partners with TCW’s Regional Sales Consultants (external wholesalers) to source, develop and enhance financial advisor relationships in the National & Independent Broker-Dealer channels, RIAs, and Family Offices. They will communicate with financial professionals on a wide range of investment related topics including: portfolio process & philosophy, positioning, outlook, performance, risk metrics and related capital market developments.  This position provides the opportunity to develop investment management sales skills in a dynamic and team-oriented environment.  Over time, the Internal Sales Associate will receive increasing sales responsibilities in an effort to enhance territory coverage and net new business. 

Essential Duties

• Partner with external wholesalers to optimize and grow territory coverage and market share
• Proactively engage with financial advisors via phone and other digital means to build relationships, educate them on TCW’s investment solutions and raise net new assets.
• Provide timely market perspectives, sales literature, analytics and service deliverables
• Implement periodic sales and marketing campaigns
• Actively participate in ongoing professional development and training
• Participate in periodic travel to support advisor relationships & marketing initiatives

Required Qualifications

• Bachelor’s Degree in a business or finance related major preferred
• 1 - 2 years Sales experience, preferably within financial services
• Series 7 & 63 Licenses attained highly preferred

Professional Skills Qualifications

• Curiosity to develop expertise in capital markets & financial instruments
• Ability to take initiative and be a problem solver
• Excellent communicator with strong presentation skills
• Ability to work in a fast-paced and collaborative work environment
• Ability to prioritize and manage multiple tasks

Desired Qualifications

• Salesforce CRM Experience

This role requires candidates to work from a TCW office four days a week.

 

Estimated Compensation:

Base Salary: For CA/BOS based position, the base salary range is $80k-$90k. This represents base salary range only.

Other Compensation:In addition to the base salary, this position will be eligible to be considered for an annual discretionary bonus.

Benefits: Eligible for TCW’s comprehensive benefits package. 

 

 

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