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!

What will this role entail?

As an Advisor Consultant, you will focus on generating new business in your assigned territory while providing business development support to the designated Senior Advisor Consultant (External Wholesaler). You will also partner with the broader sales organization to drive sales and enhance client relationships within the Primerica Sales Team.

What is the Advisor Consultant responsible for?

The Advisor consultant is responsible for driving growth in Franklin Templeton Mutual Fund and Managed Account gross and net sales, market share, and product diversification through a data-driven business planning process, client segmentation, and consultative selling approach within the Primerica Channel, and in collaboration with your Senior Advisor Consultant.

What are the ongoing responsibilities of an Advisor Consultant?

Cultivate and manage relationships with Financial Advisors and Centers of Influence by delivering sales ideas, market intelligence, key product information, and value-added education through phone calls, screen sharing, digital communication, and in-person/virtual meetings and presentations.

 Implement a proactive outreach strategy to support and develop both new and existing relationships, leveraging data-driven approaches to educate Financial Advisors on Franklin Templeton’s products and solutions.

Collaborate with Franklin Templeton representatives in DCIO and VA/Sub-Advised channels to create referral opportunities and strengthen the brand across channels.

Utilize CRM systems and technology to execute territory business plans, track interactions, and cross-sell opportunities.

Partner with the assigned Senior Advisor Consultant to execute territory business plans, delivering needs-based solutions to increase assets under management.

Stay informed on market trends, support strategic sales and marketing campaigns, and deliver presentations promoting Franklin Templeton’s products, services, and value proposition.

Adhere to compliance regulations and ensure proper use of approved marketing materials and licensing.

Continuously develop industry and product knowledge through training, while demonstrating professionalism and ownership in all interactions.

Participate in team training, engage with internal and external audiences, and travel with the Senior Advisor Consultant as needed.

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

Bachelor's degree or equivalent experience required.

2+ years of sales experience within a financial services firm.

Exceptional communication, consultation, and listening skills to identify opportunities, suggest solutions, and manage complex client discussions.

Extensive knowledge of investment products, financial concepts, and capital markets, with the ability to discuss a wide range of investment topics, including asset classes and fixed income solutions.

Strong commitment to continuous learning and self-improvement.

Data-oriented and analytical, with the ability to apply insights to the sales process.

Driven for success in a fast-paced, incentive-driven environment.

Enthusiastic team player and self-starter with strong multi-tasking, assessment, and prioritization skills.

CRM experience

FINRA Series 7 & 63 required.

Occasional travel (up to 25%) required.

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 $65,000.00-$75,000.00

#LI-Hybrid

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.