Sales Specialist Capital Markets

Responsibilities

• Proactively conduct outbound calls to advisors in assigned region
• Ensure a high level of advisor satisfaction by responding to inbound calls and emails from advisors to provide technical expertise on sales strategies, product rules/regulations, and solutions to drive sales
• Maintain strong working relationships with product partners and other company stakeholders
• Accurately track all activity in Salesforce.com and track/submit all business expenses in Concur Expense Management system
• Provide support and participate in advisor/client presentations and field facing events as required
• Partner with external consultants, travel within region as required to participate in one-on-one advisor sales calls, client events, and/or to deliver group presentations
• Partner with subject matter experts across the firm and outside of the firm to continually improve the quality of advice being given to advisors

Requirements

• 5+ years' experience in financial services industry, financial sales, or financial wholesaling
• Bachelor's degree or equivalent
• Active Series 7 Active State securities agent registration (S63 or S66) or ability to obtain within 120 days
• Active State IAR registration (S65 or S66) or ability to obtain within 120 days
• Ability to travel up to 25%

Preferred Qualifications

• Experience with Structured Products and/or Alternative Investments
• Financial industry experience, preferably in sales and/or wholesaling
• Ability to articulate complex information in a clear and concise manner, excellent telephone communication, and presentation skills
• Proven ability to establish rapport and credibility quickly
• Demonstrated sales and coaching experience
• Solid presentation skills for use in one-on-one as well as infrequent large group settings
• Ability to work in a sales-oriented team environment