Internal Sales Consultant
Nomura is a global financial services group that connects markets East & West, servicing the needs of individuals, institutions, corporates, and governments. The Internal Sales Consultant will engage with financial advisors regarding mutual fund and separate accounts products, implementing strategies to increase sales and cultivate new clients.
Responsibilities
- Engage with financial advisors through virtual meetings, phone calls, and digital communications regarding our mutual fund and separate accounts product suite
- Implement tactical strategies using data to increase sales, prepare weekly action plans, retain assets and cultivate new clients
- Develop and maintain an in-depth knowledge of financial markets, Nomura products and services, and the competitive landscape
- Discuss the array of products across all disciplines (fund objectives, portfolio structures, investment management process and strategy benchmarks)
- Maintain and update the Client Relationship Management system (Salesforce) for all advisor client activities
- Field inbound calls from partners and advisor clients
- Share thoughtful sales ideas with the rest of the Internal Sales Consultants and Regional Directors
Skills
- Bachelor's degree in business, finance or a related field, with some experience in selling financial products
- Experience analyzing data to create a business plan and willingness to act on the business plan through virtual meetings, phone calls, digital communications, and travel (5-10%)
- Strong Interpersonal, verbal and writing skills, and a general willingness to grow a business through relationship building
- SIE, Series 7 and Series 66 licences (or SIE 7, 63, and 65)
Benefits
- Sign-on bonus
- Restricted stock units
- Discretionary awards
- Eligibility for commissions for applicable sales roles
- Full range of medical, financial, and/or other benefits
- 401(k) eligibility
- Various paid time off benefits, such as vacation, sick time, and parental leave
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