Primerica Territory Development Specialist

At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

Come join us in delivering better outcomes for our clients around the world!

We are open to candidates from various locations within the U.S., and we are happy to discuss remote or hybrid work options for the right candidate.

What is the Territory Development Specialist responsible for?

The Territory Development Specialist is a key contributor to our mission of empowering Senior Advisor Consultants to maximize sales potential in their regions. This role focuses on providing tailored support to underserved areas, ensuring all offices receive the assistance they need—both in-person and remotely. The Specialist will concentrate on Capital Markets, Portfolio Construction, Product Knowledge, Time Management, and Client-Centric Selling Techniques.

What are the ongoing responsibilities of Territory Development Specialist?

• Strategically increase assets under management by attracting new investments and nurturing existing client relationships, ensuring all clients feel valued and supported.

• Facilitate training sessions for Primerica teams, enhancing their product expertise, sales techniques, and overall effectiveness, while fostering a supportive learning environment.

• Work collaboratively with product specialists and subject matter experts to reinforce relationships and drive sales initiatives, encouraging diverse perspectives and approaches.

• Tailor sales approaches to align with evolving market conditions and client needs, providing value-added insights and strategies that consider a variety of client backgrounds and experiences.

• Manage travel and entertainment expenditures to ensure adherence to budgetary constraints, while also being mindful resource allocation.

• Offer continuous coaching to Primerica teams, guiding them to meet their performance objectives and fostering a culture of success.

• Engage in approximately 75% travel to visit clients and advisors across the territory, delivering personalized support and fostering strong relationships.

What ideal qualifications, skills & experience would help someone to be successful?

• Bachelor’s degree in Business, Marketing, or a related field.

• Minimum of 5+ years in asset management sales with a proven track record of success in driving sales and business development.

• Exceptional verbal and written communication skills, with the ability to present complex information clearly and adapt to various communication styles.

• Demonstrated ability to build and maintain strong partnerships with internal resources, emphasizing collaboration and respect for diverse viewpoints.

• Familiarity with asset management products, services, and current industry trends.

• Capacity to work both independently and collaboratively within a diverse team environment, valuing contributions from all team members.

• Series 7 and 63 FINRA Licenses are required.

• Proficiency in Spanish is advantageous, reflecting our commitment to serving a diverse clientele.

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $85,000 - $100,000.

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Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

Hear more from our employees

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.

Highlights of our benefits include:

• Three weeks paid time off the first year

• Medical, dental and vision insurance

• 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits

• Employee Stock Investment Program

• Learning and Education Assistance Program (LEAP)

• Purchase of company funds with no sales charge

• Onsite fitness center and recreation center*

• Onsite cafeteria*

*Only applicable at certain locations

Learn more about the wide range of benefits we offer at Franklin Templeton

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. 
 
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

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