Senior Investment Solutions Representative - American Century Investment Services : Job Details

About Us American Century Investments® is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct over 40% of our profits every year-more than $2 billion since 2000-to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you're excited to learn more about us, we can't wait to learn more about you. This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future. This is hybrid position based in our Kansas City office. How You Will Make an Impact:

• Strong time-management skills which enable the representative to manage an opportunity pipeline from lead generation to post-sale follow-up and reporting.
• Effectively qualify and convert leads resulting in steady revenue for the Personal Financial Solutions organization.
• Actively engage in business development by effectively connecting, profiling, and positioning products/capabilities to uncover new or additional assets.
• Effectively work with strategic partners with a focus on acquisition, streamlined processes, and increased efficiency and productivity.
• Achieve focused business goals through proactive sales calls to a segmented client base while reaching an individually assigned sales goal.
• Connect with investors and institutions through multiple communication channels, including inbound/outbound phones as well as paper/electronic written communication.
• Introduce clients to investment strategies by evaluating risks and objectives using advice and guidance tools.
• Work with active and terminated participants of employer-sponsored plans to provide service, support, advice, and recommendations on various needs including distribution and rollover options, consolidation, investment conversations, savings, and contribution strategies.
• Seek opportunities to be referred to partners who will provide next-step or in-depth sophisticated solutions such as financial wellness, taxable investment strategies, or financial planning.

What You Bring to the Team

• Excellent communication, presentation, and consultative selling skills.
• Demonstrated practice of a sales process, including prospecting, profiling, assessing needs, presenting solutions, and closing.
• Exhibit competitive knowledge and the ability to compare, contrast, and communicate American Century products with competitor products.
• Understand and position retirement distribution options in a balanced and educational manner.
• Adapt to the evolving needs of clients, systems, and internal business model.
• Adhere to compliance/risk procedures while maintaining each client's best interest
• Systems proficiency, including Seismic, Salesforce, Microsoft Office.
• Bachelor's degree or an equivalent combination of education and professional work experience
• Sales acumen with proven experience consulting with customers or clients.
• Solid understanding of qualified retirement plans (Preferred)
• Chartered Retirement Plan Specialist or Chartered Retirement Plan Counselor Designation (Preferred)
• Series 7 and 63, 65, or 66 (or willingness to complete)
• Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance.

The above statements are not intended to be a complete list of all responsibilities, duties, and skills required. What We Offer

• Competitive compensation package with bonus plan
• Generous PTO and competitive benefits
• 401k with 5% company match plus annual performance-based discretionary contribution
• Tuition reimbursement, formal mentorship program, live and online learning

Learn more about our benefits and perks. Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role. American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions. We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to [email protected]. All requests for accommodation will be addressed as confidentially as practicable. American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases. #LI-Hybrid American Century Proprietary Holdings, Inc. All rights reserved.