CFRA Research

Sales Representative

CFRA Research

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $75,000 - $90,000 per year

Job Level

Junior

About the role

  • Proactively prospect and identify potential new clients through various channels such as networking, referrals, and targeted outreach
  • Qualify prospective clients by understanding their investment objectives, risk tolerance, and research needs
  • Present our Wealth management solutions in a clear and compelling manner to convert prospects into clients
  • Tight coordination and collaboration with Market Development, Research, and Product teams
  • Consistently achieve and exceed monthly and quarterly sales targets with a relentless drive to surpass goals
  • Provide responsive and attentive client service to ensure a positive experience and build long-term partnerships
  • Maintain detailed records of all client interactions and sales activities in our CRM system

Requirements

  • 1-3 years of financial services sales experience, preferably within the Wealth Management industry
  • Demonstrated success in following a defined sales process and achieving sales goals
  • Previous experience in a Research environment is highly preferred
  • Hands-on experience with CRM tools (preferably Salesforce) and sales enablement platforms (preferably Salesloft)
  • Excellent communication, presentation, and interpersonal skills with the ability to build rapport with clients and internal teams
  • Strong problem-solving and analytical skills to understand prospective client needs and provide tailored solutions
  • Ability to work independently as well as collaboratively within a team environment
Benefits
  • 20 days of Vacation
  • 8 Sick Days
  • 1 paid volunteer day
  • 10-11 Holidays a year
  • Health, Dental, & Vision Insurance
  • Company paid Life & Disability Insurance
  • Competitive Pay (base + commission)
  • 401K Match
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial services salessales processsales goalsproblem-solvinganalytical skills
Soft Skills
communication skillspresentation skillsinterpersonal skillsrapport buildingcollaboration