Sales Associate – Financial Services
Our Company:
Our company is an independent investment advisory firm founded in 2017. Our team leverages 35 years of experience to provide clients with a deeper level of advisory insight with research, security analysis, portfolio management and wealth management strategies.
We serve a varied group of clients around the country that include business leaders, executives and high net worth investors. Our clients typically have a net worth of over $2 million.
We are looking to grow our team with the addition of a skilled and dynamic sales specialist whose focus will be on business development.
Responsibilities include:
· Develops new business relationships
o Contacts prospective clients to gain an understanding of the client’s financial goals
o Presents information and explains available financial services
o Builds and maintain lasting relationships with clients to meet their needs
· Generates leads for prospective clients
o Sources from current customers, referral leads, marketing activities, networking opportunities, social media, etc.
o Conducts cold outreach through phone calls, email, and social media strategies
o Networks in the community on behalf of the firm
· Assists with operational support as needed
o Gathers and updates client contact information in database
o Completes paperwork to open new accounts
o Manages documentation and database information
Qualifications:
· Prefer Series 7, not required.
· Excellent communication and rapport building skills.
· Integrity, focus, self-starter, outgoing, openness to new skills and ways of thinking to stay competitive.
· Ability to build and maintain strong relationships with prospects and clients.
· Desire to work with a Team, share a vision for our culture and common goals.
· Strong computer skills including Microsoft Excel, Outlook.
· Some knowledge of the investment management industry.
What We Offer:
· Professional and collegial team environment.
· Base salary with a quarterly bonus based on new accounts opened.
· Travel and entertainment allowance.
· Full operational and administrative support.
· 401K plan and match.
