Remote Investment Advisor Solution Sales Associate

Job is Expired
Location: Nationwide
Compensation: Salary
Staff Reviewed: Tue, Sep 20, 2022

Job Summary

A financial services and investment firm is in need of a Remote Investment Advisor Solution Sales Associate.

Individual must be able to fulfill the following responsibilities:

  • Manage Outbound and inbound phone prospecting and sales
  • Generate interest with high net worth and mass affluent prospective clients
  • Interact with prospective clients via phone, chat, and email

Required Skills:

  • Proven investment advisory sales skills including proactive outbound calling efforts
  • Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements
  • Possesses a clean U4 record
  • Knowledge of investment products and services

COMPLETE JOB DESCRIPTION

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