External Sales, Independent Channel

Job Description:

  • Responsible for representation of products distributed and marketed by Eaton Vance Distributors
  • Develop and maintain sales programs with assigned intermediaries
  • Identify client needs and coordinate efforts to service assigned intermediaries
  • Conduct sales promotion and product training meetings for clients
  • Work in conjunction with an Internal Consultant to fulfill the business plan for the territory
  • Submit call and expense reports in a timely manner
  • Participate in conference calls

Requirements:

  • Bachelor’s degree or equivalent
  • Minimum 8-10 years financial services experience
  • Minimum 2 years of internal/outside wholesaling/sales experience
  • FINRA Series 7, 79, 63 or 66 required
  • Strong communication and presentation skills
  • Must be extremely motivated and have demonstrated sales success
  • Must be comfortable with technology

Benefits:

  • Attractive and comprehensive employee benefits and perks
  • Opportunities for professional development
  • Employee support at every point along work-life journey
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