Investment Representative jobs in the United States
Recently Added Investment Representative jobs
Investment Solutions Representative
- CM004 American Century Investment Services, Inc.
-
Kansas, MO
FULL_TIME
- Our Firm American Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm’s 1,400 employees serve financial professionals, institutions, corporations, and individual investors, offering a wide range of investment strategies across a variety of investment disciplines. We are committed to providing institutional-quality, actively managed solutions with a performance-centered mindset. Our expertise spans global growth equity, global value equity, disciplined equity, multi-asset strategies, global fixed income, alternatives, and ETFs. Privately controlled and independent, we focus solely on investment management. This empowers us to align our decisions with client expectations and concentrate on their long-term money management needs. Our culture of winning behaviors exemplifies our dedication to clients every single day. Delivering investment results enables us to distribute over 40% of our dividends—more than $1.8 billion — to the Stowers Institute for Medical Research, a 500-person, non-profit basic biomedical research organization with a controlling interest in American Century Investments. Our dividend payments provide ongoing financial support for the Institute’s work of uncovering the causes, treatments, and prevention of life-threatening diseases, like cancer. For more information, please visit americancentury.com. The primary responsibilities of the Investment Solutions Representative are: Strong time-management skills which enable the representative to manage an opportunity pipeline from lead generation to post-sale follow-up and reporting. Engage clients and prospects in highly personalized interactions to retain and acquire new assets. These clients will include Plan Sponsors, Plan Participants, Plan Termination Services customers, and Client Management Solutions referrals. This will be accomplished by both inbound and proactive outbound activity. Outbound interactions will focus on small to mid-size opportunities, with consolidation efforts being the secondary goal. Provide on-going back up support for our Retirement Solutions Specialists and during peak volumes participate fully in their workflow. Achieve focused business goals through proactive sales calls to a segmented client base while reaching an individually assigned sales goal. Connect with investors and institutions through multiple communication channels, including inbound/outbound phones as well as paper/electronic written communication. Introduce clients to investment strategies by evaluating risks and objectives using advice and guidance tools. Work with active and terminated participants of employer-sponsored plans to provide service, support, advice, and recommendations on various needs including distribution and rollover options, consolidation, investment conversations, savings, and contribution strategies. Seek opportunities to be referred to partners who will provide next-step or in-depth sophisticated solutions such as financial wellness, taxable investment strategies, or financial planning. Required Skills: Excellent communication, presentation, and consultative selling skills. Demonstrated practice of a sales process, including prospecting, profiling, assessing needs, presenting solutions, and closing. Exhibit competitive knowledge and the ability to compare, contrast, and communicate American Century products with competitor products. Understand and position retirement distribution options in a balanced and educational manner. Adapt to the evolving needs of clients, systems, and internal business model. Adhere to compliance/risk procedures while maintaining each client’s best interest Systems proficiency, including Seismic, Salesforce, Microsoft Office. Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance. Requirements Bachelor’s degree or an equivalent combination of education and professional work experience Sales acumen with proven experience consulting with customers or clients. Solid understanding of qualified retirement plans (Preferred) Required Series 7 and 63 licenses. Series 65 or 66 (or willingness to complete within 90 days) Chartered Retirement Plan Specialist or Chartered Retirement Plan Counselor Designation (Preferred or willingness to complete) Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance. Additional Requirements: Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role. American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions. American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases. #LI-Hybrid ©2019 American Century Proprietary Holdings, Inc. All rights reserved. American Century Investments® is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. It's how we manage money and make an impact.
- 20 Days Ago
Investment Representative
- CM003 American Century Services, LLC
-
Kansas, MO
FULL_TIME
- Our FirmAmerican Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve ...
- 4 Days Ago
Investment Representative
- PFS - Frisco, TX
-
Frisco, TX
FULL_TIME
- About the jobNO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON.This position can be fully remote. Great for the stay-at-home career seeker.All required pre-licensing courses & required ...
- 6 Days Ago
Investment Representative
- Victory Team Pietrykowski
-
Frisco, TX
FULL_TIME
- About The JobNO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON.This position can be fully remote. Great for the stay-at-home career seeker.All required pre-licensing courses & required ...
- 15 Days Ago
Commercial Construction Owner's Representative Project Manager
- Owner's Representative
-
Rockville Centre, NY
FULL_TIME
- Our expanding Owner’s Representative firm is seeking a talented Project Manager/Estimator with a minimum of 5 years’ Commercial Construction experience to join our team. New building and alteration ex...
- 9 Days Ago
Sales Representative
- Dovetail Investment Group NYC
-
New York, NY
CONTRACTOR
- Are you a natural-born salesperson looking to carve out a lucrative career path? Dovetail Investment Group is on the hunt for driven individuals to join our elite sales team as Sales Representatives. ...
- 1 Month Ago
Investment Representative jobs at Popular Companies
Financial Customer Service Representative
- Tailored Management
-
Columbus, OH
- Are you a recent college grad looking to either switch or further your career path with a large, reputable corporation? ...
- 7/26/2024 12:00:00 AM
Financial Customer Service Representative
- Tailored Management
-
Columbus, OH
- Are you a recent college grad looking to either switch or further your career path with a large, reputable corporation? ...
- 7/26/2024 12:00:00 AM
Litigation Attorney (Oakland) - Remote
- CSAA Insurance Group, a AAA Insurer
-
Columbus, OH
- Job Description CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the top personal lines' property and casualty i...
- 7/26/2024 12:00:00 AM
Audio/Visual On-Site Technician
- A-V Services, Inc
-
Columbus, OH
- Job Description Job Description A-V Services Inc., a leading AV company with multiple fortune 100 contracts within the f...
- 7/26/2024 12:00:00 AM
Outside Sales Representative
- Beacon Roofing
-
Columbus, OH
- Overview: Joining Beacon Building Products as an Outside Sales Representative means becoming part of a values-driven org...
- 7/25/2024 12:00:00 AM
REMOTE: Associate Attorney
- Ascendion
-
Columbus, OH
- Job Title: Civil Litigation Attorney Location: Remote (California) Overview: We are seeking a motivated Litigation Attor...
- 7/25/2024 12:00:00 AM
Financial Services Representative - Cleveland East
- Fidelity TalentSource LLC
-
Orange, OH
- Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Service...
- 7/24/2024 12:00:00 AM
Financial Representative
- Modern Woodmen of America
-
Columbus, OH
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
- 7/23/2024 12:00:00 AM
Income Estimation for Investment Representative jobs
$48,490 to $65,075