Key skills
SalesforceCRMSales
About this role
Role Overview
- Partner with a senior sales team member to drive product sales and strategic initiatives
- Build and nurture strong relationships with Investment Advisors
- Apply sales training to prospect for new opportunities and increase production
- Manage and fulfill sales material requests and provide point-of-sale consultation
- Assist advisors with basic service inquiries and support territory growth
Requirements
- Bachelor’s degree in a business or finance field
- 2+ years of experience in the financial services industry
- Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 are required
- Proven experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline
- Proficient in using Microsoft Office applications (Excel, Word, PowerPoint).
Benefits
- Flex Time or Paid Time Off and Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule