Job Summary
A financial services company is seeking a Remote Investments Sales Associate in San Francisco.
Individual must be able to fulfill the following responsibilities:
- Partner with our Marketing and Asset Management teams, crafting and executing our process
- Set up scripts and schedules for cadenced investor contact to close AUM
- Develop and manage investor relationships
Applicants must meet the following qualifications:
- 2+ years’ of direct sales experience both inbound and outbound in financial services
- FINRA SIE and Series 7 licenses
- Strong financial experience including but not limited to investment banking, hedge funds, family office, and FinTech
- Exceptionally strong modeling skills and deep knowledge of Excel and PowerPoint
- Strong broker/sales background
- Strong verbal communication and writing skills
