The Internal Wholesaler (Regional Sales Specialist) provides strategic telephone sales and comprehensive territory management support for the territory area.

This position is hybrid (3 days per week on site), based in the Boston office.

Key Responsibilities:

• Strategically collaborate with the Regional Vice President in the creation, implementation & execution of the territory marketing & sales strategy
• independently plan, prepare & initiate sales calls to influence financial professionals to promote & sell Amundi products
• Extensively follow up with financial professionals after Regional Vice President visits to provide additional information, obtain feedback & utilize needs-based selling techniques to inquire about additional product needs
• Independently develop new prospects & maintain existing relationships with a focus on increasing sales in the territory
• Facilitate & participate in meetings with representatives either in the territory and/or during a visit to our Boston office
• Facilitate conference calls between branch offices & Amundi's investment staff through designated channels
• Coordinate planning of broker dealer meetings, seminars, conference calls & necessary meetings involving external financial professionals, Portfolio Managers & all levels of management within the Distribution organization
• Rely on extensive industry knowledge & experience to collaborate with the wholesaler in achieving established sales goals for the territory
• Utilize technology tools as well as analyze firm & third party data in order to uncover opportunities, improve targeting of advisors/teams & narrow focus for sales/product campaigns to increase sales, retain assets & diversify the business
• Independently develop thorough understanding of key accounts, BD platforms, investment strategies, & competitive landscape for use in developing new prospects & maintaining existing relationships
• Proactive & coordinated use of digital marketing & social media

Skills & Experience Required:

• Bachelor’s degree strongly preferred
• 1-3 years of financial industry experience
• 1 years working in a sales capacity
• Ability to build, maintain and develop relationships
• Active FINRA Series 6 or Series 7 & FINRA Series 63 licenses preferred or obtained within 3 months of hire.
  • Previously held Series 6 and Series 63 licenses that are inactive will be considered, provided that all required exams are retaken and passed within three months of being hired
• Knowledge of / interest in the financial marketplace including, but not limited to: stocks, bonds, international investing, currency
• Self-motivated with high attention to detail
• Ambitious, driven and resilient
• Ability to work both autonomously & collaboratively in a fast paced atmosphere
• Strong communication and presentation skills

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Amundi US is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to the classes or characteristics such as gender, race, color, national origin, ancestry, pregnancy or pregnancy-related condition, religious creed, age, disability, status as a veteran, sexual orientation, gender identity, genetic information, or other characteristic as protected under applicable federal, state, or local laws. Amundi US is committed to providing reasonable accommodations to qualified individuals with disabilities. To request or learn more about an accommodation, please contact Us.human.resources@Amundi.com