Research Sales Representative – Wealth Management

Role Overview

• Proactively prospect and identify potential new clients through various channels such as networking, referrals, and targeted outreach
• Qualify prospective clients by understanding their investment objectives, risk tolerance, and research needs
• Present our Wealth management solutions in a clear and compelling manner to convert prospects into clients
• Tight coordination and collaboration with Market Development, Research, and Product teams
• Consistently achieve and exceed monthly and quarterly sales targets with a relentless drive to surpass goals
• Provide responsive and attentive client service to ensure a positive experience and build long-term partnerships
• Maintain detailed records of all client interactions and sales activities in our CRM system

Requirements

• 1-3 years of financial services sales experience, preferably within the Wealth Management industry
• Demonstrated success in following a defined sales process and achieving sales goals
• Previous experience in a Research environment is highly preferred
• Hands-on experience with CRM tools (preferably Salesforce) and sales enablement platforms (preferably Salesloft)
• Excellent communication, presentation, and interpersonal skills with the ability to build rapport with clients and internal teams
• Strong problem-solving and analytical skills to understand prospective client needs and provide tailored solutions
• Ability to work independently as well as collaboratively within a team environment

Benefits

• 20 days of Vacation
• 8 Sick Days
• 1 paid volunteer day
• 10-11 Holidays a year
• Health, Dental, & Vision Insurance
• Company paid Life & Disability Insurance
• Competitive Pay (base + commission)
• 401K Match