California Licensed Investment Sales Executive
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Job Summary
To drive sales and growth goals for alternative investments, the full-time California Licensed Investment Sales Executive will develop and implement a business plan, collaborate with key stakeholders, and execute educational initiatives to promote Lincoln's alternative investment solutions to wealth management advisors in a remote work environment.
Key responsibilities
- Develop a comprehensive understanding of Lincoln Financial's Alternatives platform and represent solutions to wealth management firms and advisors
- Organize and execute fund roadshows and field engagement activities in collaboration with the Sales team to drive sales results
- Maintain client relationships and increase financial advisors' awareness and adoption of Lincoln's alternative investments products within the assigned territory
Required qualifications
- 3-5+ years of experience in alternatives distribution relevant to the role
- FINRA Series 7 and 63 Licenses
- Bachelor's degree or equivalent work experience
- Strong understanding of alternative investment strategies and market trends
- Ability to adapt quickly in a changing work environment
Complete Job Description
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