Internal Sales Associate at Morgan Stanley

Boston, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Jan, 26

Salary

0.0

Posted On

07 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales, Client Relationship Management, Broker Liaison, Recruiting, Outbound Calling, Computer Skills, MS Word, Excel, PowerPoint, Self Starter, Passion for Sales, FINRA Series 7, FINRA Series 63, FINRA Series 66, Mutual Fund Sales, Investment Sales

Industry

Financial Services

Description

- Provide support to Regional Director covering specific geographical territory. - Act as a liaison between wholesalers and broker/consultants. - Initiate and maintain sales and service relationship with broker consultants to promote the sale of the company's products. - Will be point of contact with brokers, financial consultants, and planners to maximize sales. - Recruiting and maximizing new business prospects. - Minimum of 2 years of related industry experience preferred. - FINRA Series 7, & 63 or 66 licenses required and mutual fund/investment sales experience preferred. - Must meet required outbound call/contact activity levels as set by Manager. - Strong computer skills: MS Word, Excel, and PowerPoint. - Must be a self starter and demonstrate a passion for sales. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Responsibilities

Provide support to the Regional Director and act as a liaison between wholesalers and broker/consultants. Initiate and maintain sales relationships with broker consultants to promote the sale of the company's products.