Sales Associate

What You’ll Do

• Partner with the Sales Manager in the day-to-day management of the sales platform, including additional sales support, responding to inquiries and opportunities from our partners and financial advisors; and any leads generated through Kestra’s Network, Arden’s website, and Wealth Advisor Leads.
• Management of closed business and sales pipeline reporting, capturing key business analytics for internal reporting.
• Management of reporting to partners of closed business and the current sales pipeline.
• Managing the end-to-end KYC process
• Conducting preliminary reviews of trust documents and statements of assets in order to build out sales opportunities
• Cooking with sales representatives on scheduling new accounts for acceptance.
• Managing the Salesforce platform as the lead Salesforce administrator
• Responsible for the ongoing training of current employees as well as the development and presentation of material to new hires with regards to Salesforce and sales processes
• Expanding and deepening Arden’s relationships with existing partners via regular communication and email.
• Managing and updating marketing material with partner platforms.
• Coordination of client events, speaking engagements and sales conferences
• Create presentation material and analytic reporting

What You Bring

• A 4 Year College Degree
• 3 or more years’ experience
• Knowledge of and experience in trust, legal and investments.
• Experience in both Sales and Operations
• Ability to take on multiple tasks simultaneously and manage effectively.
• High attention to detail.
• High personal interaction skills and team player.