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 …