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Blanchard and Company Inc logo

Portfolio Manager

Blanchard and Company Inc

Posted 10/04/22

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909 Poydras St, New Orleans, LA 70112

Inactive
Full-Time
Entry level
Accounting / Banking / Finance
In Person

Job Description


 

WHO WE ARE:

Blanchard is a family-owned U.S. gold firm with broad reach and deep roots in the precious metals market. We live by our name, which is known nationwide for honesty and integrity. For almost 50 years, we have helped clients invest in American numismatic rarities and investment grade silver, gold, platinum and palladium bullion. It is our mission to help serious investors and collectors with an excellent strategy in the service of their financial goals.

 

OUR MISSION:

Our mission is to professionally provide superior diversification vehicles and collectibles to our clients.  We strive to place our clients with the best selections they can afford, while to adding value and protection to their overall financial portfolio.  In everything we do, we keep three principles in mind: keep it simple, keep it fun, and keep it profitable for all.

 

WHAT WE VALUE:

·      Excellent business acumen with entrepreneurial spirit

·      Ability to excel in a team environment

·      Effective prioritization, time management and organizational skills

·      An ability to take initiative and work with limited direction

·      An ability to influence across the broader organization

·      Excellent communication skills and the ability to identify and seek out new business

 

POSITION DESCRIPTION:

Blanchard is searching for highly motivated individuals looking for an opportunity to connect with investors who are interested in sustainable wealth management. These individual representatives are our Portfolio Managers. Each Blanchard Portfolio Manager will assist our clients in the purchasing, sales and trading of precious metals, numismatics and other financial endeavors. These Managers cater to an existing retail client base, as well as to new clients, both of which are provided by the company.  

 

POSITION RESPONSIBILITIES:

·       Manage, contact and sell to an existing client account base

·       Work with new clients to develop goals and strategies

  • Develop clients through proactive outcalls, prospecting, networking, and referrals
  • Provide sales support to existing accounts while growing business
  • Expand your customer base
  • Follow-up on leads from a variety of sources
  • Contribute to the team effort of the company

·       Complete initial and ongoing industry training

 

PREFERRED QUALIFICATIONS

  • 1-2 years of previous commission-based sales experience
  • Passion to support our company mission
  • Internal drive to not only achieve but exceed sales goals
  • Ability to overcome objections
  • Excellent verbal communication and active listening skills
  • Ability to work in a goal and performance-based environment
  • Inside sales experience preferred, but not required
  • Outstanding customer focus
  • A positive attitude and are a team player

COMPENSATION & BENEFITS

·      Full Coverage Health Insurance

·       Dental and Vision insurance

·       100% commission with bonus opportunity

·       First  6 month guaranteed compensation

·      401k options

·      Profit sharing

 

 

 

Blanchard is proud to provide superior opportunities for growth and learning for those with a competitive edge. Our family-based company aims to assist both you and our customers with the support and resources to generate an unlimited potential for growth. If your values, experience and interest align with our Blanchard mission to provide both Portfolio Managers and clients with the highest quality of service, we encourage you to apply for this unique position.

 

Skills

  • Experienced Sales Professional
  • Inside Sales
  • Numismatics

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About Blanchard and Company Inc

Blanchard and Company is a family-owned U.S. gold firm with broad reach and deep roots in the precious metals market. We live by our name, which is known nationwide for honesty and integrity. For almost 50 years, we have helped clients invest in American numismatic rarities and investment grade silver, gold, platinum and palladium bullion. It is our mission to help serious investors and collectors with an excellent strategy in the service of their financial goals.