portal resources jobs companies f federated hermes sales representative/associate sales representative

sales Representative/associate Sales Representative 🔥





    • Bachelor degree or equivalent in a business related field required; Master’s degree, CFA, or CMFC preferred
    • Experience in financial services or sales field required; Minimum of 2-3 years of sales experience in the financial services industry preferred.
    • Knowledge of the financial markets required
    • In-depth knowledge of Federated Hermes’ financial products and competitor’s products required
    • Knowledge of quantitative mutual fund investment techniques and terminology preferred
    • Must possess/obtain FINRA Series 7 and Series 66 immediately

    ** The experience level of the candidate will determine the level of position as Sales Representative or Associate Sales Representative.**


    • Work in partnership with Sales Representative to drive sales and support current business with Texas specific client.
    • Conduct sales calls face-to-face and via telephone to solicit business, identify needs and explain Federated Hermes’ investment products and processes.
    • Work with Director and Sales Representative to write business plan as appropriate.
    • Develop long-term relationships with customers and prospects.
    • Attend industry conferences and seminars as needed.
    • Entertain clients and prospects as appropriate.
    • Respond and react to incoming inquiries from existing/prospective clients and investors regarding Federated Hermes’ products, services and sales ideas.
    • Build a comprehensive knowledge of the client base, investment products, marketing campaigns, and information about Federated Hermes’ key competitors.
    • Act as backup to the Sales Representative when needed, which can include both telephone follow-up as well as on-site client meetings.
    • Work closely with Sales, Marketing and Support to assure proper client servicing.
    • Participate in sales and product seminars/training to fully develop professional skills.
    • Participate in regional meetings, national sales meetings, due diligence meetings, etc.
    • Remain current with industry trends and continuously develop sales skills and product knowledge.
    • Participate in supporting Sales Representative and reaching department production goals.
    • Perform other duties as required; travel, irregular work hours and possible relocation are job requisites.
    • Listen to monthly conference calls or calls relevant to your market.


    • 8:30 a.m. - 5:00 p.m. (overtive as required)
    • Location: Field office in Texas
    • Territory includes: Texas
    • Must be open to irregular hours, heavy travel


    • Interpersonal and communication skills
    • Superior presentation skills
    • Organization skills
    • Decision making skills
    • Problem solving skills
    • Analytical skills
    • Must possess/maintain a valid driver’s license
    • Will be required to sign an employment agreement

      COMMENCEMENT DATE: 09/22/2022

      Federated Hermes is committed to providing equal employment opportunities to qualified individuals without regard to the following criteria: race (including physical characteristics such as hairstyles), color, national origin, religion, sex (including pregnancy), sexual orientation, gender identity or expression, mental or physical disability, age, familial or marital status, ancestry, military status, veteran status or genetic information as well as any other prohibited criteria under any applicable local, state or federal law applicable to Federated Hermes.

      To review Federated Hermes’ California Privacy Notice go to https://www.federatedinvestors.com/corporate/careers.do and select CA Applicant Notice.

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