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.

What you will do:

• 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.
• Complies with all policies and standards.

• Bachelor's Degree Or commensurate selection criteria experience. - Required
• Proven work experience influencing others to initiate a recommended course of action to solve a problem or increase efficiency. - Required
• Must be able to cite examples of self-motivation and experience working independently. - Required
• Proven experience handling multiple duties and completing assigned tasks accurately and on a timely basis. - Required
• Demonstrated successful experience in wholesaling in the financial services industry. - Required
• Proven successful experience in working as a broker, financial planner or as other financial services personnel. - Required
• 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, diction and style.
• Proven ability to prepare correspondence, reports and forms using a prescribed format.
• Demonstrated superb presentation skills.
• Demonstrated strong attention to detail with excellent organization skills. Cite examples of organization and time management/methods used to manage or prioritize workload demands.
• Working knowledge of word processing and spreadsheet applications.
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• FINRA Licenses Upon Hire - Required
• DL NUMBER - Driver License, Valid and in State And satisfactory driving record. Upon Hire - Required
• Maintain appropriate vehicle insurance. Upon Hire - Required

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:

• None