Outbound Sales Associate

Job Summary

A company is looking for an Outbound Associate to contribute to its investment advisory offering.

Key Responsibilities

• Conduct outbound and inbound phone sales to generate interest in wealth management services
• Interact with prospective clients and Financial Advisors, facilitating virtual meetings
• Troubleshoot issues with the Financial Dashboard and record interactions in CRM software

Required Qualifications

• Proven ability to adhere to regulatory-driven policies and procedures
• Comfort with sales-focused conversations and a desire for incentive-based compensation
• Knowledge of investment products and services
• Possess a clean U4 record
• Proven investment advisory sales skills, including proactive outbound calling efforts