Responsibilities:

• Participate in the 15-week paid training program to obtain FINRA licenses and to develop sales skills, product, system and industry knowledge.
• Work in partnership with external sales representatives to gain basic knowledge of the client base, investment products, marketing campaigns, and information about Federated Hermes’ key competitors
• Conduct systematic sales calls via telephone to clients and prospective clients to acknowledge trades, identify needs, solicit business, and explain Federated Hermes’ investment products and processes
• Develop relationships with financial intermediaries, customers and prospects
• Respond to incoming inquiries from existing/prospective financial intermediaries regarding Federated Hermes’ products, services and sales ideas
• Meet individual production goals and effectively participate in reaching department production goals
• Participate in ongoing training, including product knowledge, presentation skills, and seminars to fully develop professional skills
• Demonstrate ability to learn, utilize and maintain all systems thoroughly i.e. Salesforce, Microsoft Office, Finders
• Remain current with industry trends
• Attend industry conferences and seminars on occasion

Qualifications:

• Bachelor degree required; SIE (Securities Industry Essential’s exam) preferred
• One year of work experience in the financial services industry or sales related field preferred
• Knowledge of quantitative mutual fund investment techniques and terminology preferred
• Must possess or immediately obtain FINRA SIE, Series 7 & 66 (or equivalent) licensing