Outbound Sales Associate
A company is looking for an Outbound Associate to contribute to its investment advisory offering. Key Responsibilities Conduct outbound and inbound phone sales to generate interest in wealth management services Interact with prospective clients and Financial Advisors, facilitating virtual meetings Troubleshoot issues with the Financial Dashboard and record interactions in CRM software Required Qualifications Proven ability to adhere to regulatory-driven policies and procedures Comfort with sales-focused conversations and a desire for incentive-based compensation Knowledge of investment products and services Possess a clean U4 record Proven investment advisory sales skills, including proactive outbound calling efforts
A company is looking for an Outbound Associate to contribute to its investment advisory offering.
Key Responsibilities
Conduct outbound and inbound phone sales to generate interest in wealth management services
Interact with prospective clients and Financial Advisors, facilitating virtual meetings
Troubleshoot issues with the Financial Dashboard and record interactions in CRM software
Required Qualifications
Proven ability to adhere to regulatory-driven policies and procedures
Comfort with sales-focused conversations and a desire for incentive-based compensation
Knowledge of investment products and services
Possess a clean U4 record
Proven investment advisory sales skills, including proactive outbound calling efforts
