Investment Sales Cover Letter

I am excited to be applying for the position of investment sales. Please accept this letter and the attached resume as my interest in this position.

Previously, I was responsible for subject matter expertise on sector investments, mutual funds, and packaged products to sophisticated buyers at advisor firms; ability to explain the various sector investments.

Please consider my experience and qualifications for this position:

• Have 100-level technical depth and business experience to easily communicate the benefits of cloud computing and how to accelerate sales opportunities by making POC/pilot investments through AWS service credits and/or consulting funds
• Collaborate across various groups within AWS (business development, partners, sales ops, industry, proserve, and services teams) to consolidate sales programs and funding sources, nomination and approval criteria
• Engage at all level of sales organization (sales reps/managers/directors/VP) to evangelize available programs and how he or she can help accelerate sales opportunities and goal achievement
• Build dashboards and reporting tools to give the sales leaders and business development team insights into the metrics on program usage and ROI
• Create programmatic ways to get feedback from customers/sales reps on how AWS can improve specific programs to drive adoption
• Technologically proficient in business software programs including, Microsoft Word and Excel
• Master's in business/economics/finance/any business related field
• Well understanding in Wealth and/or Mutual Fund industry

Please consider me for the investment sales opportunity. I am including my resume that lists my qualifications and experience.

Previously, I was responsible for on-going markets and products updates to distributors.

Please consider my experience and qualifications for this position:

• Deliver sales ideas and pitches to achieve sales goals
• Maintain contact management system (CRM) to track all calls and conversations
• Establish and maintain relationships with individual intermediaries, investment gatekeepers, research analysts, consultants, and client advisors
• Support Managing Director counterpart with information about, opportunity pipeline, territory sales and specific product proposal requests
• Conduct virtual, web-based meetings
• Provide superior service, contacting research executives with updates pertaining to the mutual funds and they represent, cross sell existing relationships and assist with asset allocation decisions
• Share successful sales strategies for cross-sale opportunities
• Maintain active knowledge of capital market trends

I am excited to be applying for the position of investment sales. Please accept this letter and the attached resume as my interest in this position.

In my previous role, I was responsible for detailed review and extensive analysis on potential investments, including track records, markets, financials and business plans.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Having in-depth knowledge in wealth sales and product
• Good presentation, communication & interpersonal "SALES & RM" skills
• High level of service-mind and strong relationship management (RM) skill
• Moderate-"High" (preferable) level of English competencies
• Secondary education is an asset
• A team-oriented sales professional with extensive knowledge of the financial services industry, awareness of key industry trends in the investment management and wealth management
• Sales and customer service experience in applicable industry
• Working knowledge of the customer industry and business workflow

Please consider me for the investment sales opportunity. I am including my resume that lists my qualifications and experience.

In the previous role, I was responsible for coaching/mentoring/training within the department to ensure the understanding of new products, services, and investments.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Metro NYC based
• Highly motivated team player with a strong interest in building a business, who works well with others in a complex and performance oriented environment
• Extensive knowledge of Microsoft Office (Word, Excel, PowerPoint)
• Sell, cross-sell and upsell our products to Financial Advisors at the industry’s most recognized companies
• Master the sales process and uncover sales opportunities
• Partner with the external sales person (Advisor Consultant) to develop territory business plan
• Plan and execute active email marketing campaigns within assigned territory
• Act as a go-between with the ‘home office’ and Advisor Consultant in the field

I submit this application to express my sincere interest in the investment sales position.

In the previous role, I was responsible for frequent support on escalated Member Services issues related to investments and Advisor tool.

Please consider my qualifications and experience:

• Maintain active knowledge of John Hancock Investments product suite
• Characteristics of the specified buyer marketplace
• Prospecting and presentation Skills
• Mutual Fund, ETF and SMA Product Knowledge
• Taking responsibility for growing and maintaining Key Accounts
• Create strategies to retain and develop the accounts
• Deploy Consulting resources effectively and provide mentorship
• Maintain a positive attitude and encourages others