What are the responsibilities and job description for the Internal Sales Consultant position at Macquarie Group?
An excellent opportunity exists to join Macquarie Asset Management as an Internal Sales Consultant. The Internal Sales team engages with financial advisors through virtual meetings, phone calls, and digital communications regarding our mutual fund and separate accounts product suite.
While Macquarie offers hybrid working for many of our roles, this role does require 3 days a week in our office location.
At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You’ll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.
What role will you play?
As an Internal Sales Consultant, you will be a key member of our Sales team, implementing tactical strategies using data to increase sales, prepare weekly action plans, retain assets, and cultivate new clients. You will develop and maintain an in-depth knowledge of financial markets, Macquarie products and services, and the competitive landscape, and be able to discuss the array of products across all disciplines (fund objectives, portfolio structures, investment management process and strategy benchmarks). Additionally, you will be responsible for maintaining and updating the Client Relationship Management system (Salesforce) for all advisor client activities, fielding inbound calls from partners and advisor clients, and sharing thoughtful sales ideas with the rest of the Internal Sales Consultants and Regional Directors.
What You Offer
What We Offer
Benefits
At Macquarie, you’re empowered to shape a career that’s rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include:
Macquarie Asset Management is a global asset manager that aims to deliver positive impact. We’re trusted by institutions, pension funds, governments, and individuals to manage billions in assets globally. We provide access to specialist investment expertise across a range of capabilities including fixed income, equities, multi-asset solutions, private credit, infrastructure, green investments, natural assets, real estate, and asset finance.
Our commitment to diversity, equity and inclusion
We are committed to providing a working environment that embraces diversity, equity and inclusion. As an inclusive employer, Macquarie provides equal opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other impermissible criterion or circumstance.
Our aim is to provide reasonable accommodations to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know during the application process.
While Macquarie offers hybrid working for many of our roles, this role does require 3 days a week in our office location.
At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You’ll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.
What role will you play?
As an Internal Sales Consultant, you will be a key member of our Sales team, implementing tactical strategies using data to increase sales, prepare weekly action plans, retain assets, and cultivate new clients. You will develop and maintain an in-depth knowledge of financial markets, Macquarie products and services, and the competitive landscape, and be able to discuss the array of products across all disciplines (fund objectives, portfolio structures, investment management process and strategy benchmarks). Additionally, you will be responsible for maintaining and updating the Client Relationship Management system (Salesforce) for all advisor client activities, fielding inbound calls from partners and advisor clients, and sharing thoughtful sales ideas with the rest of the Internal Sales Consultants and Regional Directors.
What You Offer
- Bachelor’s degree in business, Finance or a related field, with some experience in selling financial products
- Experience with analyzing data to create a business plan and a willingness to act on the business plan through virtual meetings, phone calls, digital communications, and travel (5-10%)
- SIE, Series 7 and Series 66 licenses (or SIE, 7, 63, and 65) preferred
- Strong interpersonal, verbal, and writing skills, and a general willingness to grow a business through relationship-building.
What We Offer
Benefits
At Macquarie, you’re empowered to shape a career that’s rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include:
- 1 wellbeing leave day per year and a minimum of 25 days of annual leave
- 20 weeks’ paid parental leave for primary caregivers along with 12 days of paid transition leave upon return to work and 6 weeks’ paid leave for secondary caregivers
- 2 days of paid volunteer leave and donation matching
- Benefits and initiatives to support your physical, mental and financial wellbeing such as medical, prescription drug, dental, and vision insurance; health savings account and dependent day care savings account; life insurance, disability, and other insurance plans; 401(k) and short/long term disability
- Access to our Employee Assistance Program, a robust behavioural health network with counselling and coaching services
- Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
- Recognition and service awards
- Hybrid and flexible working arrangements, dependent on role
- Reimbursement for work from home equipment
Macquarie Asset Management is a global asset manager that aims to deliver positive impact. We’re trusted by institutions, pension funds, governments, and individuals to manage billions in assets globally. We provide access to specialist investment expertise across a range of capabilities including fixed income, equities, multi-asset solutions, private credit, infrastructure, green investments, natural assets, real estate, and asset finance.
Our commitment to diversity, equity and inclusion
We are committed to providing a working environment that embraces diversity, equity and inclusion. As an inclusive employer, Macquarie provides equal opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other impermissible criterion or circumstance.
Our aim is to provide reasonable accommodations to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know during the application process.