FINRA Licensed Internal Sales Executive
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Job Summary
Supporting sales leadership in developing and executing growth strategies, the full-time FINRA Licensed Internal Sales Executive will coordinate complex sales opportunities, manage proposals, and maintain relationships with clients and partners while working remotely.
Key responsibilities
- Develop and execute territory growth strategies to acquire new business within targeted market segments
- Coordinate sales opportunities, including proposals and finalist presentations, ensuring alignment with client requirements
- Build and maintain relationships with consultants and business partners to drive referrals and enhance market presence
Required qualifications
- 4+ years of internal sales experience directly related to the role
- Bachelor's degree or equivalent work experience (4 years of experience in lieu of a degree)
- FINRA SIE, S6, S63 licenses required within 90 days of hire
- Strong working knowledge of 401k, 403b, 457, and group plans
- Proficiency in using AI tools to enhance productivity and decision-making
Complete Job Description
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