Initiates, develops and maintains sales of the Touchstone funds within assigned territory. Demonstrates principled leadership and sound business ethics; shows consistency among principles, values and behavior; builds trust with others through own authenticity and followthrough on commitments. Provides a broad range of sales and marketing support to national and independent broker-dealers. Works with minimal supervision and is responsible to independently make a broad range of decisions, escalating to manager when appropriate and updating manager on a regular basis.

What you will do:

• Prospects potential sales opportunities through telemarketing efforts to initiate and develop relationships in prescribed broker-dealers that can drive sales of Touchstone funds; maintains relationships to generate new sales and uncover potential sales leads.
• Provides follow-up support, including follow-up sales ideas, email campaigns/contacts and mailing literature, providing additional information to the financial advisors when necessary; schedules future appointments in order to meet or exceed established activity goals.
• Develops and executes sound business plan for assigned territory to meet or exceed established sales goals.
• Schedules and conducts inside and outside sales calls to financial professionals to influence them to sell and promote funds within an assigned territory.
• Conducts one-on-one meetings, seminars and training sessions with 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.
• Performs other duties as assigned.
• Complies with all policies and standards.

• Bachelor's Degree Or commensurate selection criteria experience. 
• Proven work experience influencing others to initiate a recommended course of action to solve a problem or increase efficiency. 
• Demonstrated examples of self-motivation and experience working independently. 
• Demonstrated experience handling multiple duties, and completing assigned tasks accurately and on a timely basis.
• Proven successful experience in internal wholesaling in the financial services industry. 
• Proven examples from work experience on identifying complex issues, quantifying the issue and providing creative resolutions to solve. 
• Demonstrated excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner while following proper rules of punctuation, diction and style.
• Proven ability to prepare correspondence, reports and forms using a prescribed format. Experience must include strong telephone communication and etiquette skills.
• Demonstrated and extensive selling and presentation skills. Must provide examples of effectively presenting information to individuals at all levels.
• Demonstrated examples of self-motivation and experience working independently.
• Proven strong attention to detail with excellent organizational skills. Cite examples of organization and time management methods used to manage or prioritize workload demands.
• Demonstrated ability to grasp new products, concepts and procedures.
• Proven examples of handling difficult situations while maintaining productive working relationships.
• Demonstrated negotiation skills with both internal and external customers.
• Working knowledge of MS Office suite to include Outlook, Word, Excel, PowerPoint and contact management software applications.
• FINRA Licenses Upon Hire 
• DL NUMBER - Driver License, Valid and in State Valid driver's license and satisfactory driving record. Upon Hire 
• Maintain appropriate vehicle insurance. Upon Hire 

Work Setting/Position Demands:

• 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.
• Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
• Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.
• Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
• Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
• Extended hours required during peak workloads or special projects/events.

Travel Requirements:

• Travel required approximately 50-75% of the time.