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Philanthropic Sales Associate I

Company: Bank of America
Location: Westport
Posted on: November 21, 2022

Job Description:

Job Description:Job DescriptionThe Phil Sales Associate I, Endowment and Foundation Associate (EFA) serves as sales support to Endowment and Foundation Specialists (EFS) covering our Northeast sales region. The EFA role serves as a critical member of the business development team in our pursuit of new business with institutional and private nonprofit organizations. The EFA will work with the ISDs to develop a sales territory and cultivate relationships with both Private Bank and Merrill advisors.Major Responsibilities:Actively manage sales pipeline with EFSs by ensuring accuracy, consistency and timely entry of proactive and reactive interactions into the Client Relationship Management (CRM) systemBuild out institutional profiles for new and existing relationships by collaborating with internal strategic partners and subject matter expertsParticipate in market management routines with EFSs, leadership, and advisorsStay current on the competitive landscape and how to handle objectionsRespond to all inbound sales inquiries, literature or presentation requests, and service issues in a proactive and timely mannerAssist EFSs with meeting schedule coordination, pre-meeting research, and timely follow up for post meeting activitiesCoordinate pricing proposals with EFS and pricing teamsElevate Philanthropic Solutions' internal brand awareness through phone interactions with advisorsAssist in development of appropriate sales materials for prospect presentationsProvide support to the deals team involved in the RFP processActively participate in ongoing management of assigned markets business objectives, strategy and executionServe as vocal member of team, offering innovative ideas, insights and tactics to increase business efficiency and deliveryKey Skills and Competencies:Must have a passion for sales and a willingness to learn about the institutional asset management marketplaceMust posses excellent organizational, written and verbal communication skillsAbility to manage time effectively, multi-task, and work well under pressure in a team environmentMust posses strong interpersonal skills and have the ability to communicate effectively with our advisors, as well as, with all levels of internal colleagues and our prospectsHave a desire to learn about the institutional marketplace, including, asset allocation strategy, spending policy and other related attributes of nonprofit organizationsDesire to grow, take on more, and to learn innovative sales strategies---Desired Qualifications:Four-year degree is requiredOne to two years of relevant experience within a financial services organization is preferredTechnically proficient with Microsoft office, including advanced Power Point, CRM SystemsSeries 7 and 66 Licenses required, or to be obtained within 90 days of employmentShift:1st shift (United States of America)Hours Per Week: 40

Keywords: Bank of America, Westport , Philanthropic Sales Associate I, Other , Westport, Connecticut

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