Internal Sales Analyst

About The Job

Position Summary:

• The Internal Sales Analyst’s role is to provide sales support for an assigned geographic territory while assisting the External Regional Specialist and the Senior Internal Analyst in client service-related activities.
• They will gain an understanding of the region, assist in prospecting efforts to develop relationships, and actively solicit new investment product sales through telephone outreach to RIAs, Multi & Single multi-single-family offices, or other assigned distribution networks.
• The position will aid the External Regional Specialist in pursuit of territory sales goals by sharing sales ideas, providing product information, gathering marketing data, and offering general sales support.
• Additionally, the role will actively maintain existing sales relationships by providing fund updates, qualifying and schedule meetings with new prospects, and on occasion participating in calls/meetings with end clients.
• The Internal Sales Analyst will participate in weekly team meetings and be expected to share sales and service-related experiences and best practices with other members of the Carlyle Private Wealth internal sales team.
• They will work with their regional team to help streamline efficiencies and work on ad-hoc projects.
• The Internal Sales Analyst is an integral part of the success of the territory and this role provides the opportunity to gain broad and varied experience and career advancement.

Responsibilities:

• 70% of time
• Make proactive, outbound sales calls to RIAs and Multi & Single Family Offices in geographic territory to identify prospects and schedule quality meetings for the External Regional Specialist and the Senior Internal Analyst with producing or potentially producing RIAs. Develops relationships, uncovers opportunities, and initiates sales process.
• 10% of time
• Follow-up with incoming leads as well as answer incoming phone calls and email inquiries generated by External Regional Specialist and Senior Internal Analyst activity, conduct marketing and/or email campaigns.
• 10% of time
• The Internal Sales Analyst is the first line of defense for all client service-related issues.
• The successful candidate will work closely with various internal stakeholders, including Legal, Compliance, Accounting/Tax and various product specialists and fund management professionals to solve service items for clients of Carlyle Private Wealth.
• 5% of time
• Work closely with team members to develop and execute an appropriate business plan to maximize territory sales.
• 5% of time
• Assist with administrative duties when necessary, including organizing and maintaining spreadsheets and entering activity into DealCloud CRM.

Qualifications:

Education, Licensing & Certificates:

• College degree required
• Min GPA 3.30
• FINRA Series 7 and 63 required (or must be obtained within 90 days)

Professional Experience:

• 1-2 years of prior Sales / Marketing experience is preferred. Knowledge of financial services, particularly alternative investments, a plus
• Must have the ability to work in a challenging and collaborative environment
• Possess a strong desire to compete and win
• Possess excellent oral and written communication skills
• Possess excellent interpersonal and customer service skills
• Proven ability to pay attention to detail and multi-task
• Must have strong relationship building skills
• Must be a detail-oriented, well-organized self-starter with high energy and creativity

Competencies & Attributes:

• Proficiency with Microsoft Office skills especially Word, Excel, and PowerPoint.

Pay: $105,000 a year