Digital Sales Consultant

Allspring is a leading asset management firm with close to $600 billion of assets under management, 24 offices globally, and specialized investment teams supported by more than 480 investment professionals. Allspring and our investment teams provide a broad range of differentiated products and solutions to help our diverse range of clients meet their investment objectives. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals.

With a rich and established history in the asset management industry, Allspring is now a “start-up at scale” having spun off from Wells Fargo and acquired by GTCR and Reverence Capital Partners in November 2021. The new name, Allspring Global Investments, reflects our commitment to renewal, growth, and meaningful client outcomes. With decades of trusted expertise propelling us forward, we’re a company staying true to our core investment roots while reinventing ourselves to offer today’s investors a fresh perspective.

For more information, please visit www.allspringglobal.com.

Responsible for providing consultation to their client the financial advisor, within our integrated distribution channel. Prospects and develops relationships with financial advisors. Develops and delivers actionable written and verbal investment ideas to financial advisors. Uses knowledge of product solutions to provide financial advisors with strategic and timely ideas to identify and implement investment solutions to best meet client needs. Makes decisions and recommendations on routine matters and seeks advice from more senior levels on matters which may have broad impact.

RESPONSIBILITIES

• Making proactive outbound phone calls to their clients to identify opportunities and present investment solutions.
• Independently analyzing proprietary and third-party data to identify selling opportunities of our products, creating written communications which expresses the value of our product, thought leadership and value-added offerings.
• Organizes their day around managing their time to consult with the financial advisors within their sales territory.
• Develops and executes their territory business plan to achieve their sales goal.
• Creates and shares actionable investment solution and portfolio construction sales ideas across the digital wholesaling team.

REQUIRED SKILLS

• 2 years of client service experience, related business experience, or a combination of both.
• Successfully completed Securities Industry Essentials (SIE) exam, FINRA registration including Series 6 or 7, or FINRA series 66 or 63.

DESIRED SKILLS

• Problem analysis and resolution skills.
• Excellent verbal, written, and interpersonal communication skills.
• Excellent presentation skills.
• Strong analytical skills.
• Excellent organizational, multi-tasking, and prioritizing skills.
• Ability to manage multiple and competing priorities.
• Ability to work in a fast-paced action-oriented environment.
• Business development, financial product sales, and consultative selling experience.
• A Certified Financial Advisor (CFA) or Chartered Financial Planner (CFP) designations or demonstrated progress towards the designations.

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)