External Sales, Wirehouse

Basic Purpose:

Responsible for representation of products distributed and marketed by Eaton Vance Distributors in assigned channel and territory.

Primary Responsibilities :

• 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 assigned intermediaries and existing or prospective mutual fund shareholders and/or 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.

Qualifications:

Job Requirements :

• Bachelor's degree or equivalent.
• Minimum 5 years financial services experience, with 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.