Summary of Responsibilities:
Initiates, develops and maintains sales of the Touchstone Funds within assigned territory. Coordinates the sales efforts of the internal wholesalers. Demonstrates principled leadership and sound business ethics; shows consistency among principles, values and behavior; and builds trust with others through own authenticity and follow‑through on commitments.
Schedules and conducts outside and inside sales calls to financial professionals to influence them to sell and promote funds within an assigned territory.
Coordinates daily sales efforts of the internal wholesalers within an assigned territory.
Conducts one-on-one meetings, seminars and training sessions to both financial professionals and retail clients.
Reviews periodicals on the market, fund performance and manager philosophy to engage in topical conversations in the broker/dealer environment.
Manages territory to maximize sales with the efficient use of agreed-upon expenses. Budgets estimated sales and broker/dealer support expenses on an annual basis. Submits expense reports weekly.
Attends/conducts seminars and conferences.
Works to retain existing assets and clients. Works with the Home Office to follow-up on significant redemptions.
Monitors and updates territory database for accuracy with internal wholesalers.
Performs other duties as assigned by management.
Demonstrated excellent verbal and written communication skills with the ability to successfully interpret and communicate information between internal and external sales groups in a clear, focused and concise manner while following proper rules of punctuation, dictation and style.
Proven ability to prepare correspondence, reports, and forms using a prescribed format.
Demonstrated superb presentation skills.
Proven work experience influencing others to initiate a recommended course of action to solve a problem or increase efficiency.
Must be able to cite examples of self-motivation and experience working independently.
Demonstrated strong attention to detail with excellent organization skills. Cite examples of organization and time management/methods used to manage or prioritize workload demands.
Proven experience handling multiple duties and completing assigned tasks accurately and on a timely basis.
Demonstrated successful experience in wholesaling in the financial services industry.
Proven successful experience in working as a broker, financial planner or as other financial services personnel.
This position travels and works in various office settings and requires being in a stationary position for long periods of time frequently while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Position requires frequent movement of wrist, hands, and fingers for continuous computer work.
Ability to drive personal vehicle over relatively large geography which will include daily and overnight travel up to 50-75%.
Computer Skills and Knowledge of Hardware & Software Required:
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):
FINRA Series 7 and 66 licenses required or FINRA 6, 63 and 65.
Valid driver’s license and satisfactory driving record.
Maintain appropriate vehicle insurance.
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