Posted:
7/28/2024, 5:00:00 PM
Location(s):
Melbourne, Victoria, Australia ⋅ Victoria, Australia
Experience Level(s):
Expert or higher ⋅ Senior
Field(s):
Sales & Account Management
At Franklin Templeton, we’re advancing 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 provide opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
We are looking for a Sales Director to join the team in Melbourne to drive Franklin Templeton’s retail business in Australia. The individual will be responsible for establishing, growing and maintaining working relationships with the organisation’s distribution partners, and be responsible for positioning our investment products to generate sales. Relationships with distribution partners will be developed and grown through proactive sales presentations, regular sales calls and the communication of investment insights.
What are the ongoing responsibilities of this position?
Develop and maintain strong relationships with distribution partners to meet sales budgets as set by the business
Develop and implement sales strategies with Private Wealth firms, IFAs, Investment Consultants to grow the retail business
Conduct a high level of ongoing contact with new and existing financial planning firms in Victoria through one-on-one appointments, Microsoft Teams, telephone and email
Present on Franklin Templeton investment solutions to financial planners
Represent Franklin Templeton through attendance at industry events and conferences
Some interstate travel may be required for client meetings
What qualifications, skills and experience would help someone to be successful?
Bachelor’s degree or equivalent experience
Post Graduate finance qualification preferred
At least 10 years of sales or service experience
Strong knowledge of financial services industry
Strong knowledge of funds management products and key competitors
Working knowledge of Microsoft business desktop applications
Existing strong relationships with financial advisers, licensee management, and platforms.
Relationships with family offices, private wealth firms, and investment consultants.
Team player
Excellent verbal and written communication skills
Ability to deliver strong sales presentations
Ability to work without supervision and manage time and workload effectively
Ability to perform multiple tasks in a fast paced, team environment
Strong sales process including ability to run a sales pipeline and client segmentation
Ability to effectively manage expenses
#LI-APAC
#DIRECTOR
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
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 [email protected]. 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.
Website: https://leggmason.com/
Headquarter Location: Baltimore, Maryland, United States
Employee Count: 1-10
Year Founded: 1899
Industries: Asset Management ⋅ Finance ⋅ Financial Services ⋅ Funding Platform ⋅ Insurance