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| Job Posting Detail |
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| Job Title |
Internal Wholesaler |
| Ref Code |
RAM-January 2012 |
| Last Updated |
1/18/2012 6:26:00 PM |
| Description |
The Opportunity:
The Internal Wholesaler will be primarily responsible for working with two external sales people to build and preserve assets in their respective regions. The Internal Wholesaler will qualify prospects, set meetings and fulfill requests for the external sales people in their regions.
Essential Duties and Responsibilities:
- Makes all necessary and relevant phone calls to existing clients and prospects to further develop territory
- Provides research and sales support with programs such as PSN and Morningstar
- Sends out timely updates and communications via email to distribution lists
- Maintains knowledge in all company products and strategies and how they compare to the competition
- Provides advisor kits and all literature fulfillment to external sales team; prepares presentations
- Tracks trades and sales
Interesting opportunity for aggressive individual seeking career in investment management business.
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| Qualifications |
Background Requirements:
- Excellent phone and communication skills
- Understanding of investment strategies and products
- Strong interpersonal skills
- Proficient knowledge of Microsoft Office Suite, especially Word, PowerPoint, and Excel
- Bachelor’s degree
- Knowledge of MARS CRM system a plus
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| Company Description |
The Company:
Aston Asset Management, headquartered in Chicago, Illinois, offers a broad selection of sub advised mutual funds in no load share classes for both individual and institutional investors.
Please send resume and cover letter to Christine Dragon at cdragon@astonasset.com. |
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Business Type
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Mutual Fund Co.
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Job Category
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Sales
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Key Functions
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Internal Wholesaler
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Sales
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Sales Support
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Location
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Illinois
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Years Financial Services
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1-3
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Education
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B.A. / B.S. Degree
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