Broker Operations
Current•Provided support to Putnam’s Tier 1 and Edward Jones Finacial Advisors•Developed relationships, identified sales leads, and helped close sales, primarily through telephone communication with financial advisors•Communicated product information, including fund holdings, performance, and competitive position •Worked closely with Putnam Retail Management to grow Putnam’s existing assets by closing sales opportunities, and establishing long-term relationships with Edward Jones Financial Advisors nationwide Key Results:•Successfully introduced several new mutual funds to Edward Jones Advisors•Met quarterly and exceeded annual sales goals•On average, identified 50 sales leads of 500K+ per quarter•Selected by management to train new hires in communicating with financial advisors over the telephone
