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Job Description
- Req#: 16735
Employer Industry: Investment Management Firm
Why consider this job opportunity:
- Commission-based position with potential earnings reaching up to $1,000,000
- Opportunity for uncapped performance-based compensation with average earnings typically in the mid to high six figures within two years
- Comprehensive benefits including 100% paid medical, dental, and vision premiums for you and qualifying dependents
- 50% 401(k) match, up to the IRS maximum
- Family support programs, including 8 weeks of Paid Primary Caregiver Leave and $10,000 for fertility and family forming assistance
- Inclusive company culture with a strong focus on employee learning and development
What to Expect (Job Responsibilities):
- Convert prospects to clients by showcasing the employer’s unique offerings
- Engage with high-net-worth prospects to assess their financial situations and provide tailored solutions
- Educate prospective clients on the employer’s wealth management solutions
- Participate in ongoing training related to advanced phone sales techniques, finance, capital markets, and portfolio management
- Meet prospects face-to-face or virtually within your local territory
What is Required (Qualifications):
- Minimum of 5 years of experience in financial services
- FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
- Proven track record of success in driving results
- Experience in high-volume phone activity and in-person meetings
How to Stand Out (Preferred Qualifications):
- Strong background in sales within the financial services sector
- Ability to effectively communicate complex financial concepts to clients
- Demonstrated leadership skills and a proactive approach to client engagement
#InvestmentManagement #SalesOpportunity #FinancialServices #CareerGrowth #InclusiveCulture
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