Sales Associate
Job Description
Job Description
American Beacon Partners Sales Associate
American Beacon Partners , formerly known as Resolute Investment Managers, is a diversified asset management platform with affiliated and independent partnerships with more than 30 investment managers. Drawing on approximately 40 years of investment expertise, innovation and adaptability, American Beacon Partners delivers enduring value through traditional and alternative solutions designed to meet investors' evolving needs.
Driven by future value creation, American Beacon Partners' unique platform delivers strategic benefits through a full suite of distribution, operational and administrative services that may be leveraged by its affiliates. We offer three customizable partnership models tailored for the U.S. wealth and retirement markets. For affiliated partners , we make strategic investments in boutique asset managers to enhance distribution and administrative support functions. For strategic distribution partners , we help investment managers leverage our distribution expertise to achieve greater scale. For sub-advisors to American Beacon Advisors , we assist institutional-caliber asset managers who are seeking to expand their strategies to retail markets through existing funds or new fund launches. With roots as an unaffiliated sub-advised mutual fund sponsor, the majority of our partnerships are with asset managers who invest and operate with full autonomy and independence.
American Beacon Partners' affiliates include American Beacon Advisors, Inc.; National Investment Services of America, LLC; RSW Investments Holdings LLC; Shapiro Capital Management LLC; SSI Investment Management LLC; and Resolute Investment Distributors, Inc.
In December 2024, the company was named one of the "Best Places to Work in Money Management" by Pensions & Investments for the sixth consecutive year. For more information, please visit
Our office is located in Irving, Texas (Las Colinas). This position will have the following consideration:
Hybrid: In office, currently Monday-Tuesday-Wednesday each week, with the option to work from home on Thursday and Friday.
Job Description:
The Sales Associate is an entry level sales position on the internal sales team and considered to be a gateway to career growth and development at American Beacon Partners. Sales Associates will work with regional directors, internal sales and specialist teams to further their knowledge of the financial services industry.
Key Responsibilities
- Make consistent, proactive calls to potential clients who have expressed interest or who fit the firm's target demographic to introduce the firm's asset management services
- Schedule meetings for your wholesaling team from leads generated through marketing
- Follow-up on industry conferences, webinars, marketing campaigns to generate leads for external and hybrid wholesalers
- Provide personalized, web-based hypothetical illustrations
- Place supply orders for marketing material
- Accurately record all client interactions and update lead status in the firm's Customer Relationship Management (CRM) system
- Meet or exceed monthly quotas for calls, appointments set, and qualified leads generated
Requirements
- Bachelor's degree, preferably in investment management, finance, business, or related field
- In-depth understanding of the industry, financial concepts, product knowledge, investment management and client-service strategies
Successful candidates will be:
- Highly motivated and thrive in a fast-paced environment
- Exceptional communicator with strong time management skills
- Focused on effective communication and interpersonal skills, over the phone and in person
- Willingness to embrace constructive feedback with a focus on improvement
- Team player who leads by example
- Passionate about the financial markets with an interest in continuous learning
#LI-Hybrid
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