At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

Come join us in delivering better outcomes for our clients around the world!

What is the Wealth Management Internal Sales Team responsible for?

The Wealth Management Internal Sales Team is dedicated to delivering world-class consultative sales and relationship management support to financial advisors.

What is the Internal Sales Consultant responsible for?

The Internal Sales Consultant, in partnership with their External Market Leader, is responsible for developing and maintaining existing relationships as well as identifying and acquiring new business within their territory to meet sales goals. Previous Internal Sales Consultants have grown to have careers in External Sales, Marketing, and Product Specialist roles across all sales channels.

What are the ongoing responsibilities of an Internal Sales Consultant?

• Work in partnership with assigned Market Leader to develop and execute on a territory business plan.

• Increase assets under management by delivering needs-based solutions to both new and existing advisors through proactive phone and digital outreach.

• Develop relationships with focused segment of financial advisors by sharing business building strategies and value-add content.

• Support evolving strategic sales and marketing campaigns within assigned territory.

• Deliver effective presentations promoting Franklin Templeton’s products, services, and value proposition to internal and external audiences. 

• Stay current on key market and industry trends.

• Demonstrate proficiency of the sales process by keeping accurate records of customer interactions through Franklin Templeton’s Customer Relationship Management system.

• Serve as a liaison for all operational and service issues.

• Develop and enhance industry and product knowledge through ongoing training to effectively communicate and build credibility with financial advisors.

• Demonstrate professionalism at internal and external meetings.

• Have an ownership mentality, demonstrate a sense of urgency and desire to win.

• Able to learn quickly, be a great teammate, and lead by example.

• Engage in daily/weekly team training and travel in territory with Market Leader as necessary.

What ideal qualifications, skills and experience would help someone to be successful? 

• BA or BS degree required. Candidates may have a broad array of majors.

• FINRA SIE, Series 7, & 63 Licenses required with training provided for eligible candidates.

• Two to five years equivalent sales experience preferred.

• Highly motivated, possess critical reasoning skills, and an ability to incorporate direct feedback.

• Excellent communicator with strong interpersonal skills, both over the phone and in person.

• Proficiency in Microsoft Office Suite

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to be $60,000.

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Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources