Internal Sales Director

Internal Sales Director

Victory Capital | San Antonio, TX

About Victory Capital:

Victory Capital is a diversified global asset management firm and employs a next-generation business strategy that combines boutique investment qualities with the benefits of a fully integrated, centralized operating and distribution platform.

Victory Capital provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. With 11 autonomous Investment Franchises and a Solutions Business, Victory Capital offers a wide array of investment products and services, including mutual funds, ETFs, separately managed accounts, alternative investments, third-party ETF model strategies, collective investment trusts, private funds, a 529 Education Savings Plan and brokerage services.

Victory Capital is headquartered in San Antonio, Texas, with offices and investment professionals in the U.S. and around the world. To learn more please visit www.vcm.com or follow Victory Capital on Facebook, Twitter, and LinkedIn.

General Summary and Purpose:

Victory Capital is looking for an Internal Sales Director in their San Antonio, Texas location. The Internal Sales Director is responsible for sales of investment products over the telephone through the following intermediaries: brokerage firms, financial advisors/brokers, banks, and insurance companies. They initiate and/or follow up on sales calls, provide intermediaries with sales ideas, answers product and service questions, provides performance data, identify new sales opportunities and help launch new products.

You will report to the Head of Retail Sales.

You Will:

• Initiate outbound sales telephone calls to clients and prospective clients to position, promote and sell Victory Capital Management products and to communicate company updates.
• Utilize knowledge of company products to develop business.
• Answer inbound calls to our advisor line to respond to inquiries, provide answers, support needs and identify selling opportunities and pass on to appropriate territory team.
• Proactively follow up with clients and prospective clients to provide sales ideas, answers product questions, provide performance data, identify new sales opportunities, and help launch new products.
• Use client relationship management (CRM) database Salesforce to track client interactions and the progression of each client relationship.
• Support sales and client relationships by providing research material and administrative follow-up and support.
• Generate sales ideas, identify new sales opportunities.
• Travel with external Victory wholesaler in the field on a limited basis for territory familiarity and professional development.
• Attend and support client events or conferences as a Victory Capital Management representative.

You Have:

• B.S. or B.A. in related field and/or approximately two years of related experience or
• Training in a client