Key skills
SalesforceSales
About this role
Role Overview
- Serve as a strategic partner in developing and maximizing business relationships
- Increase recruitment and sales activity in partnership with the territory team
- Develop and maintain relationships with Financial Advisors and their staff
- Assist advisors in closing end-investor business
- Make proactive outbound calls to identify sales opportunities
- Maintain accurate records of sales activities in Salesforce
Requirements
- 1 year of customer service or inside sales experience
- Experience in the Financial Services industry
- Bachelor's degree in business administration, Finance or related field
- Licensing Requirements: Series 65 license or both Series 7 and 66 licenses.
Benefits
- Health insurance
- Retirement plans
- Flexible work arrangements
- Professional development