Internal Wholesaler

About Us

Role Summary

The ICSG Team includes Specialists that drive sales with financial intermediary clients in the Wealth Management or Retirement space. The ICSG Avantis Specialist is focused on building relationships with Wealth Management clients who are using or have the potential to use the Avantis ETF and/or Mutual Fund solutions.

The primary responsibility of the ICSG Avantis Specialist is to partner with Avantis Relationship Director (s) within a geographical territory to generate sales opportunities in Avantis products by providing financial insight, product information and using a consultative sales process to find opportunities and drive sales.

How you will make an impact

• Build and maintain positive relationships with Avantis Relationship Directors. This involves extensive and regular collaboration on territory management, client contact strategy and product and positioning. Weekly calls with standing agendas are a standard methodology, as well as daily communication as needed. Includes annual business planning collaboration on approach for meeting and exceeding sales production goals at territory and individual initiative level.
• Form relationships directly with clients by following the sales process in (primarily) phone conversations in order to move relationships forward and asking for the business: Prep, Profile, Present Solution, Gain Commitment, Follow Up. Must have deep level of Avantis ETF and Mutual fund solution knowledge and ability to shift to products that meet client needs. Can include scheduling meetings for consultants as part of follow up.
• Be the central point of contact between Avantis Relationship Directors, ETF Specialists, Division Strategist and WM Consultant/Specialist teams. Serve as subject matter authority on Avantis solutions.
• Leverage tools and resources to illustrate Avantis product benefits over competitors and in a place in a matrix. Relevant knowledge of portfolio construction and fund analysis tools is key.
• Lead sales pipeline, including discovery and maintenance of each opportunity. Requires regular conversations with clients on status and position in sales cycle and providing information to move the opportunity to a final sale.

What you bring to the team (Required)

• Bachelor’s degree in a related field or an equivalent combination of education and work experience.
• Deep understanding of the financial intermediary marketplace and able to interpret and translate impact of capital markets on our firm and our products
• Series 7 license.
• Demonstrated interpersonal, investment analysis, written and verbal communication skills.
• Expert level Salesforce skills and ability, including pipeline management, reports and call notes.
• Working knowledge of Microsoft Office, Morningstar, Morningstar Direct, Outlook.
• Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven.

Additional Assets (Preferred)

• Two to three years Internal Sales team experience.
• Knowledge of Avantis solutions, platform availability and competitive positioning.

What We Offer

• Competitive compensation package with bonus plan
• Generous PTO and competitive benefits
• 401k with 5% company match plus annual performance-based discretionary contribution
• Tuition reimbursement, formal mentorship program, live and online learning

Learn more about our benefits and perks.

Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.