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American Century Investments · 4 hours ago

Hybrid Wholesaler - DCIO/Workplace Retirement

Texas, United States

Full-time

Hybrid

Mid Level

3+ years exp

American Century Investments is a leading global asset manager focused on investment management and philanthropic efforts. They are seeking a Hybrid Wholesaler to generate new business within the retirement plan ecosystem, building relationships with advisors and consultants while collaborating with internal teams to drive sales.

Financial Services

No H1B

Hiring Manager

Kindall Carlson

Responsibilities

Develop, maintain, and leverage relationships with contacts within the retirement plan ecosystem to drive new business and retain existing assets

Quickly identify business opportunities and conduct in-depth meetings on specific investment strategies in person, on-line and over the phone within a consultative selling process

Collaborate with our Regional Retirement Consultants & Specialists, Wealth Management and Avantis Sales teams and investment management to uncover opportunities, drive sales & improve the firm’s business position

Thoroughly understand and effectively communicate American Century’s organizational and strategy-specific competitive advantages. Must have the ability to overcome objections and persuade clients & prospects as to the merits of the firm’s unique selling proposition in a professional manner

Possess a passion for investment management solutions within the retirement plan industry and how to use your experience and knowledge to build productive and reciprocal relationships

Qualification

DCIO sales experienceSeries 7 licenseSeries 63 licenseMicrosoft Office proficiencySalesforce CRM proficiencyInterpersonal skillsPresentation skillsWriting skillsClient focusCollaborativeAdaptable

Required

Minimum of 3 years of professional experience in the financial services industry, with a proven track record in DCIO, retirement plan, or investment management sales

Series 7 and 63 Securities licenses are required for the role

Bachelor's degree in a related field or an equivalent combination of education and work experience

Superior writing, presentation, and interpersonal skills, initiative, thoughtfulness, resourcefulness, ability to continually learn, manage multiple projects at once and a professional presence

Ability and willingness to travel regionally and nationally as needed to meet client and business objectives

Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven