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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 Associate responsible for?The Internal Sales Associate is the entry-level sales position on the Wealth Management Internal Sales Team and considered the gateway to career growth at Franklin Templeton. The Wealth Management Internal Sales Team is dedicated to delivering world-class consultative sales and relationship management support to financial advisors. Upon completion of the Associate program (4-8 months) associates are eligible for promotion to Internal Sales Consultant.
What are the ongoing responsibilities of an Internal Sales Associate?Complete a comprehensive training program focused on the financial markets, financial products, key client segments, technology tools, portfolio construction sales skills, and overall professional development.
Obtain the SIE, Series 7, and Series 63 licenses with FINRA (Financial Industry Regulatory Authority) within first 90-180 days.
Be the first point of contact to provide regional sales support for both our internal and external sales teams in the form of research, inbound/outbound telephone, and email communication.
Build a strong understanding of the financial services industry and the financial markets.
Develop acumen on Franklin Templeton's suite of products to provide solutions to financial advisors.
Acquire fundamental knowledge of key competitor products to position with Franklin Templeton products and services.
Develop strong communication and sales skills, including the ability to deliver effective presentations both internally and externally.
Field questions regarding Franklin Templeton products and strategies.
Provide information and insights to clients regarding market/industry trends and Franklin Templeton products, services, and resources.
Work with an assigned peer mentor throughout the training program, and receive regular coaching, training, and feedback from leadership.
BA or BS degree preferred. Candidates may have a broad array of majors.
SIE licensed is preferred, but not required upon application.
Financial industry experience preferred, including work experience, internships, and college coursework.
Proficiency with MS Office Suite
Successful candidates will be:
- Highly motivated and thrive in a fast-paced environment.
- Exceptional communicator with strong time management skills.
- Focused on effective communication and interpersonal skills, over the phone and in person.
- Willing to embrace constructive feedback with a focus on improvement.
- Team player who leads by example.
- Passionate about the financial markets with an interest in continuous learning.
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 range between $44,000-$54,000.
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, and learning opportunities to help them excel in their career and personal life.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.
Highlights of our benefits include:
Three weeks paid time off the first year
Medical, dental and vision insurance
401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
Employee Stock Investment Program
Tuition Assistance Program
Purchase of company funds with no sales charge
Onsite fitness center and recreation center*
Onsite cafeteria*
*Only applicable at certain locations
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to . In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
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