Part Time Sales Territory Administrator

  • Competitive
  • Saint Petersburg, FL, USA
  • Temporary, Part time
  • Franklin Templeton Investments
  • 21 Feb 18 2018-02-21

Part Time Sales Territory Administrator

At Franklin Templeton Investments, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 65 years, our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

Working as part of a team supporting multiple Sr. Advisor Consultants while partnering with the Advisor Consultant, the primary objective is to assist the Sr. AC's in achieving sales objectives -for their defined sales territory-through strategically planned outbound calls and emails to create, fill and maintain the Sr. AC's schedule. Utilize in-depth knowledge of Franklin Templeton Investments (FTI) processes and resources in order to provide the highest level of sales support to the territory team members for effective coverage to the broker/dealer community within the designated territories.

Responsibilities include:

  • Proactively plan and organize business promotional activities such as client appreciation events (i.e. golf, dinner, theatre, etc.) and cluster meetings on behalf of your team. Coordinate event planning with venues, Spokesperson travel and Portfolio Manager travel with Sr. ACs
  • Maintains or tracks territory (gift) budget(s)
  • Enters meeting and conference notes in sales tracking systems for teams
  • Places and tracks literature orders and gift orders sent to advisors through corporate fulfillment centers
  • Compiles and analyzes information and reports, relevant to department projects. Anticipating needs/opportunities of assigned Sr. ACs when generating reports is an important component of this function, thus contributing to sales success
  • Places and tracks literature orders and gift orders sent to advisors through corporate fulfillment centers
  • Documenting and tracking activities in SMART and through designated reports/logs is required
  • Adaptable to change and last minute needs of the department, AC's, SAC's, and Management team
  • Anticipates customer and team members' needs with a primary focus on protecting the client experience

Ideal candidates will have:
  • Associate's degree or equivalent experience
  • 1-2 years administrative experience in a professional environment
  • Advanced MS Office skills:
    • Word: Forms, Mail Merge, Index and Tables
    • Excel: Forms, Formulas, Functions, Pivot Tables, Graphs
    • PowerPoint: Graphics, Animation
  • Excellent verbal and written communication skills
  • Solid organizational skills; ability to organize and maintain accurate, orderly files and records
  • Strong attention to detail; ability to accurately proofread documents
  • Strong customer service skills
What makes Franklin Templeton Investments unique?

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards -the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

Highlights of our benefits include:
  • 401(k) Retirement Plan with 75% company match, up to the IRS limits
  • Employee Stock Investment Program
  • Purchase of company funds with no sales charge
  • Onsite fitness center and recreation center
  • Onsite cafeteria

We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities . An emphasis on corporate citizenship is embedded in our culture and values , and is an important element of how we achieve success.

We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people , and see what it means to say, "I AM Franklin Templeton".

Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at to learn more about our company and our career opportunities.