What are the responsibilities and job description for the 2024 Sales Associate Program position at Natixis Investment Managers?
The Role:
As a member of our Sales Associate Program, you will join a cohort who receives education, training and mentoring on the foundational skills necessary to launch a sales career in investment products and services. You will build core knowledge in client acquisition and business development, product and firm knowledge, territory management and presentation skills. You’ll have the opportunity to apply these skills in a dynamic, collaborative organization where our mission is to help our clients live better financial lives.
The Sales Associate will be tasked with a variety of projects that fall within three buckets, Client Support, Administrative Support and Logistical Support. Sales Associates are the first point of contact for client support and follow up, as they receive incoming calls from around the country and disseminate information regarding Natixis Investment Managers’ products and services. Additionally, Sales Associates work with sales territories, helping research and build out client databases in order to bolster a salespersons’ ability to service clients at an extraordinarily high level. Finally, a Sales Associate will be responsible for working cross-departmentally to execute the logistics on digital marketing and territory events. This position is located in our Boston, MA office at 888 Boylston Street.
What you’ll do:
• Answer incoming client phone calls and provide information regarding Natixis Investment Managers products and services
• Convert inbound marketing calls into sales opportunities by directing calls to appropriate territories in a timely manner
• Provide sales and marketing support to clients by fulfilling literature requests, running analytics and leading email campaigns
• Coordinate relationships and work flow for territory events
• Contribute core client and sales initiative support
What you’ll bring:
• Bachelor’s degree, preferred
• Outstanding communication and networking skills
• Ability to work in a collaborative, dynamic environment
• Securities Industry Essentials exam (SIE) required within 60 days of employment
• Series 7 and 63 or equivalent are required within six months of employment
• Prior Sales or Customer Relationship Management experience
• Demonstrated interest in the investment industry
We put the best interests of our clients, employees, communities, and environment first in everything we do. We’re dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*.
For additional insight on working at Natixis, visit: https://www.im.natixis.com/us/working-at-natixis
#NatixisIMCulture
Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.
*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.
As a member of our Sales Associate Program, you will join a cohort who receives education, training and mentoring on the foundational skills necessary to launch a sales career in investment products and services. You will build core knowledge in client acquisition and business development, product and firm knowledge, territory management and presentation skills. You’ll have the opportunity to apply these skills in a dynamic, collaborative organization where our mission is to help our clients live better financial lives.
The Sales Associate will be tasked with a variety of projects that fall within three buckets, Client Support, Administrative Support and Logistical Support. Sales Associates are the first point of contact for client support and follow up, as they receive incoming calls from around the country and disseminate information regarding Natixis Investment Managers’ products and services. Additionally, Sales Associates work with sales territories, helping research and build out client databases in order to bolster a salespersons’ ability to service clients at an extraordinarily high level. Finally, a Sales Associate will be responsible for working cross-departmentally to execute the logistics on digital marketing and territory events. This position is located in our Boston, MA office at 888 Boylston Street.
What you’ll do:
• Answer incoming client phone calls and provide information regarding Natixis Investment Managers products and services
• Convert inbound marketing calls into sales opportunities by directing calls to appropriate territories in a timely manner
• Provide sales and marketing support to clients by fulfilling literature requests, running analytics and leading email campaigns
• Coordinate relationships and work flow for territory events
• Contribute core client and sales initiative support
What you’ll bring:
• Bachelor’s degree, preferred
• Outstanding communication and networking skills
• Ability to work in a collaborative, dynamic environment
• Securities Industry Essentials exam (SIE) required within 60 days of employment
• Series 7 and 63 or equivalent are required within six months of employment
• Prior Sales or Customer Relationship Management experience
• Demonstrated interest in the investment industry
We put the best interests of our clients, employees, communities, and environment first in everything we do. We’re dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*.
For additional insight on working at Natixis, visit: https://www.im.natixis.com/us/working-at-natixis
#NatixisIMCulture
Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.
*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.
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