12/9/21, 10:03 AM Natixis Investment Managers Careers - Sales Associate

Natixis Investment Managers

Careers
Sales Associate Apply

Sales •
Boston,
Massachusetts

DESCRIPTION

Sales Associate

Position Overview:
The Sales Associate will be tasked with a variety of projects that fall within three buckets, Client Support,
Administrative Support and Logistical Support. Sales Associates are the first point of contact for basic client
support and follow up, as they receive incoming calls from around the country and disseminate information
regarding Natixis Investment Managers’ products and services. Additionally, Sales Associates work with sales
territories, helping research and build out client databases in order to bolster a salespersons’ ability to service
clients at an extraordinarily high level. Finally, a Sales Associate will be responsible for working cross-

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12/9/21, 10:03 AM Natixis Investment Managers Careers - Sales Associate

departmentally to execute the logistics on digital marketing and territory events. This position is located in
Boston, MA.

Responsibilities:
Answer incoming client phone calls and provide information regarding Natixis Investment Managers
products and services.
Convert inbound marketing calls into sales opportunities by directing calls to appropriate territories in a
timely manner.
Provide sales and marketing support to clients by fulfilling literature requests, running analytics and
leading email campaigns.
Coordinate relationships and work flow for territory events.
Contribute core client and sales initiative support.

Qualifications:
Bachelor’s degree preferred
Outstanding communication and networking skills
Ability to work in a collaborative, dynamic environment
Securities Industry Essentials exam (SIE) required within 60 days of employment
Series 7 and 63 (or equivalent) is required within six months of employment
Excellent time management and organization skills, with the ability to prioritize for most effective results

Helpful, but not required:

1-2 years of related sales experience
Prior CRM experience
Investment Industry Knowledge

#NatixisIMCulture

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12/9/21, 10:03 AM Natixis Investment Managers Careers - Sales Associate

Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring,
training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age,
national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic
information, military or veteran status, physical or mental disability, or any other status protected by law.

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