Internal Sales Associate – Independent Channel
| Company | Morgan Stanley |
|---|---|
| Location | Boston, MA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- Bachelor’s degree preferred.
- Minimum of 2 years of related industry experience preferred.
- FINRA Series 7, & 63 or 66 licenses required and mutual fund/investment sales experience preferred.
- Must meet required outbound call/contact activity levels as set by Manager.
- Strong computer skills: MS Word, Excel, and PowerPoint.
- Excellent verbal and written communication skills.
- Must be a self starter and demonstrate a passion for sales.
Responsibilities
- Provide support to Regional Director covering specific geographical territory.
- Act as a liaison between wholesalers and broker/consultants.
- Initiate and maintain sales and service relationship with broker consultants to promote the sale of the company’s products.
- Responsible for mailings/literature requests.
- Will be point of contact with brokers, financial consultants, and planners to maximize sales.
- Recruiting and maximizing new business prospects.
Preferred Qualifications
- Bachelor’s degree preferred.
- Minimum of 2 years of related industry experience preferred.
- mutual fund/investment sales experience preferred.