Invesco Internal Sales Consultant in Downers Grove, Illinois


Invesco is a leading global asset management firm with more than $830B* in assets under management. We provide our retail and institutional clients a diverse and comprehensive range of investment capabilities to help people get more out of life. Invesco is publicly traded on the New York Stock Exchange (IVZ) and has about 7,000 employees in over 20 countries. (*As of March 31, 2017)

Job Purpose (Job Summary): The Internal Sales Consultant (ISC) will be responsible for utilizing a consultative based selling approach to promote and sell Invesco’s full product line to maximize revenue generating potential for Invesco.

Key Responsibilities / Duties:

  • Enhance Revenue Generation through campaign based execution of strategic initiatives
  • Utilize Consultative Selling skills to align Invesco’s product line up with Advisor client needs (3D Sales Approach – Discover, Discuss, Decide)
  • Partner with RVP and sales management to implement/execute joint business plan which ensures achieving US Sales objectives based on client engagement, client analytics and consultative selling
  • Utilize Focus Advisor program to allocate resources across service offerings and firms, including refining our marketing/thought leadership approach
  • Strong understanding of the Advisor Segmentation Model to customize approach to each segment to maximize revenue generation (Preserve, Maximize, Mine, Nurture Segments)
  • Leverage Predictive Lead generation based on analytics to enhance revenue generation
  • Build prospecting strategy to penetrate smaller firms/lower producers through face-to-face meetings, phone and electronic contact with key decision makers as needed
  • Review client information including literature, website, platform investment options and various internal and external resources to determine competitive marketing ideas and potential sales opportunities with these firms
  • Travel regularly within territory to participate in client home office meetings, due diligence discussions, investment presentations, marketing campaigns, special events, attendance at selected industry conferences and opportunistic One on One meetings
  • Participate in programs which raise the caliber and effectiveness of the salesforce through training on investment processes, portfolio construction principles and consultative selling
  • Participate in accredited comprehensive training curriculum that evolves salesforce capabilities with respect to: investment discipline communication capabilities, investment discipline technical understanding, and investment discipline knowledge
  • Effectively represent IVZ capabilities and value-added programs that meet the unique needs of each client/channel

Work Experience / Knowledge:

  • 1-2 years financial services experience, preferably in a sales capacity
  • Familiarity with systems such as Morningstar Direct, Bloomberg and Zephyr

Skills / Other Personal Attributes Required:

  • Develop advanced knowledge of investment products to have thoughtful discussions with an extremely sophisticated client base
  • Demonstrated ability to establish and maintain productive working relationships
  • Excellent verbal and written communication and presentation skills
  • Excellent analytical and organizational skills
  • The individual must be highly motivated, flexible, and have the ability to work successfully in a fast-paced, team environment

Formal Education:(minimum requirement to perform job duties)

  • Bachelor's degree in Finance or related field

License/Registration/Certification:(minimum requirement to perform job duties)

  • Series 7 and 66 (or 63/65) registrations within 120 days of hire
  • Pursuit of MBA or CFA, CIMA or similar certification a plus

Working Conditions:

  • Approximately 25% travel required

FLSA (US Only):Nonexempt

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time. Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.


Job: Sales & Client Service

Primary Location: North America-United States-Illinois-Downers Grove-3500 Lacey Rd

Schedule: Full-time

Req ID: 19663