Private Bank Internal Sales Consultant

What is the Private Bank & Institutional Consultant Internal Sales Team responsible for?
The Wealth Management Internal Sales Team is dedicated to delivering world-class consultative sales and relationship management support to select Private Banker and Institutional Consultants.

What is the Internal Sales Consultant responsible for?
The Internal Sales Consultant, in partnership with two Market Leaders, is responsible for developing and maintaining existing relationships as well as identifying and acquiring new business within their territory to meet sales goals. Previous Internal Sales Consultants have grown to have careers in External Sales, Marketing, and Product Specialist roles across all sales channels.

What are the ongoing responsibilities of a Private Bank Internal Sales Consultant?

• Work in partnership with the assigned field Market Leader to develop and execute on a territory business plan.
• Increase assets under management by delivering needs-based solutions to both new and existing advisors through proactive phone and digital outreach.
• Client Relationship Management: Serve as the primary point of contact for institutional clients, ensuring their needs are met and queries are resolved promptly.
• Account Management: Oversee the setup, maintenance, and administration of client accounts.
• Reporting and Analysis: Prepare and deliver regular performance reports and analyses to clients.
• Coordination with Internal Teams: Work closely with internal departments to ensure seamless service delivery; respond to due diligence and RFP requests
• Client Onboarding: Manage the onboarding process for new clients, ensuring all documentation and compliance requirements are met.
• Problem Resolution: Address and resolve any issues or concerns raised by clients in a timely manner.
• Deliver effective presentations promoting Franklin Templeton’s products, services, and value proposition to internal and external audiences.
• Demonstrate proficiency of the sales process by keeping accurate records of client interactions through Franklin Templeton’s Customer Relationship Management system.
• Demonstrate the highest level of professionalism at internal and external meetings.
• Have an ownership mentality, demonstrate a sense of urgency and desire to win.
• Able to learn quickly, be a great teammate, and lead by example.
• Engage in daily/weekly team training and travel in territory with Market Leader as necessary.

What ideal qualifications, skills and experience would help someone to be successful? 

• BA or BS degree required. Candidates may have a broad array of majors.
• Willingness to travel up to 10%
• FINRA SIE, Series 7, & 63 Licenses required with training provided for eligible candidates.
• Three to five years equivalent sales experience preferred.
• Highly motivated, possess critical reasoning skills, and an ability to incorporate direct feedback.
• Strong organizational skills and attention to detail
• Excellent communicator with strong interpersonal skills, both over the phone and in person.
• Proficiency in Microsoft Office Suite

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to be $70,000.