Now Hiring - Internal Wholesaler in South Boston, MA

The Associate Consultant (AC) is responsible for gathering and utilizing marketing intelligence in a territory (or territories) across distribution channels (Broker/Dealer, Financial Advisors, Registered Investment Advisors and/or Financial Institutions). Together with the outside Regional Consultant(s), the AC is responsible for developing and maintaining existing relationships as well as identifying and acquiring new business within their territory in order to meet the sales goals.Primary Duties and Responsibilities Develop and maintain relationships with existing financial advisors in order to sell Putnam products and to identify any new sales opportunities. Make proactive sales calls within territory focusing on all levels of sales (acquisition, development and retention) uncovering the financial advisors needs and offering Putnam's products and services accordingly. Convey sales ideas, accurate product information and gather marketing data in discussions with targeted brokers. Support strategic marketing initiatives (i.e. campaigns, sales leads) on a corporate and department level. Work as a partner with other internal sales associates, such as Regional Associates, Regional Specialists, Premier Client Representatives, Regional 401(k) Specialists, to identify and capture business/sales opportunities within the territory. Generate client engagement activity, such as proactive marketing calls and webinar presentations, within territory focusing on all levels of sales (acquisition, development and retention). Focus on delivering needs based solutions to clients. Assist with any projects or an event implemented in support of Putnam's marketing vision. Document information from conversations with brokers pertinent to business and relationship development in Putnam Retail Management's client relationship management system to be referenced in follow-up calls. Work with Regional Associates to ensure completion of administrative tasks, including but not limited to: mailings, documentation, etc. Work as a partner with the Regional Consultant(s) in order to formulate and implement a business plan and sales strategy. Develop and enhance industry and product knowledge in order to effectively communicate and build credibility with brokers. Demonstrate Putnam professionalism at internal and external meetings. Deliver effective presentations promoting Putnam's products, services and competitive advantages to internal and external audiences. Travel in territory with Regional Consultant as necessary. Qualifications BA or BS degree required. Candidates may have a broad array of majors. FINRA SIE, Series 7, & 66 Licenses required. Highly motivated, possess critical reasoning abilities, a competitive drive, and are able to articulate convincingly. Proven strong work ethic and desire to win. Has an ownership mentality and demonstrates sense of urgency. Ability to learn quickly and to effectively convey Putnam's value proposition. Great teammate who maintains a consistent positive attitude and leads by example. High impact sales and presentation skills; including listening and probing ability with superior attention to detail and emotional intelligence. Stays current on key market and industry trends.At Putnam we are committed to a diverse workforce and take positive steps to ensure equal opportunity in our recruitment process. We also undertake to hire, develop and retain the most talented individuals by valuing the varied skills that you bring.Candidates must be a U.S. citizen or national, refugee, asylee, or lawful permanent resident.