State Licensed Investor Sales Associate

A company is looking for an Investor Sales Associate to engage with potential investors and promote alternative asset investing. Key Responsibilities Seek new sales through inbound leads and outbound outreach while maintaining client relationships Provide in-depth product knowledge and explain financial concepts clearly to clients Conduct financial assessments and offer tailored investment solutions Required Qualifications Bachelor's degree in Finance, Business, Economics, or related field (preferred) Active FINRA Series 7 and 63/66 or Series 82 and 63/66 4+ years of experience in selling financial services to individual investors Proven track record in sales within the financial services industry Strong understanding of financial products, markets, and investment strategies

Feb 17, 2025 - 17:26

A company is looking for an Investor Sales Associate to engage with potential investors and promote alternative asset investing. Key Responsibilities Seek new sales through inbound leads and outbound outreach while maintaining client relationships Provide in-depth product knowledge and explain financial concepts clearly to clients Conduct financial assessments and offer tailored investment solutions Required Qualifications Bachelor's degree in Finance, Business, Economics, or related field (preferred) Active FINRA Series 7 and 63/66 or Series 82 and 63/66 4+ years of experience in selling financial services to individual investors Proven track record in sales within the financial services industry Strong understanding of financial products, markets, and investment strategies