
Internal Sales Consultant, Private Bank Channel
Are you an ambitious and driven individual with a passion for sales and finance? Look no further than Franklin Templeton Investments. We are currently seeking an Internal Sales Consultant to join our Private Bank Channel team. In this role, you will have the opportunity to work with high net worth clients and help them achieve their financial goals through our top-performing investment products. If you have a strong sales background and a desire to succeed in the financial services industry, we want to hear from you. Join our team and take the next step in your career today.
- Conduct sales calls and meetings with high net worth clients to promote and sell Franklin Templeton's investment products.
- Develop and maintain relationships with existing and potential clients in the Private Bank Channel.
- Act as a subject matter expert on Franklin Templeton's investment products and services, providing clients with in-depth knowledge and understanding.
- Collaborate with the sales team and other departments to identify and pursue new business opportunities within the Private Bank Channel.
- Build and maintain a strong pipeline of potential clients through networking, referrals, and other lead generation methods.
- Provide exceptional customer service to clients, addressing their inquiries and concerns in a timely and professional manner.
- Utilize sales techniques and strategies to effectively communicate the value and benefits of Franklin Templeton's investment products.
- Monitor market trends and competitor activities to identify potential opportunities and threats to the company's sales goals.
- Meet and exceed sales targets and performance metrics set by the company.
- Act as a brand ambassador for Franklin Templeton, representing the company with professionalism and integrity at all times.
- Continuously update and maintain accurate records of client interactions and sales activities in the company's CRM system.
- Attend trainings and workshops to enhance knowledge of the financial services industry and stay updated on industry trends and regulations.
- Collaborate with other team members to share best practices and improve overall sales performance.
- Travel as necessary to meet with clients and attend industry events.
- Adhere to all compliance and regulatory requirements set by the company and relevant governing bodies.
Bachelor's Degree In Finance, Economics, Business Administration Or A Related Field.
Minimum Of 2-3 Years Of Experience In Sales Or Customer Service, Preferably In The Financial Services Industry.
Strong Knowledge Of Investment Products, Including Mutual Funds, Etfs, And Separately Managed Accounts.
Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With High Net Worth Clients.
Series 7 And Series 63 Licenses, Or Willingness To Obtain These Licenses Within The First 6 Months Of Employment.
Communication Skills
Financial Planning
Networking
customer service
Relationship Building
Consultative selling
Market analysis
Sales Strategy
Client Retention
Cross-Selling
Product Expertise
Investment Knowledge
Conflict Resolution
Customer Service
Emotional Intelligence
Leadership
Time management
creativity
Teamwork
Communication Skills
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Internal Sales Consultant, Private Bank Channel is between $45,000 and $70,000 per year. This can vary depending on the specific company, location, and level of experience of the individual. Some companies may also offer bonuses and commission as part of the compensation package for this role.
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Franklin Resources, Inc. is a holding company, which engages in the provision of financial and investment management operations. It offers fund administration, sales, distribution, marketing, shareholder servicing, trustee, custody, and fiduciary services.

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