Regional Sales Associate – Internal Sales
Guggenheim Partners
full-time
Posted on:
Location Type: Office
Location: New York City • New York • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Initiate sales calls to identify new sales opportunities
- Provide financial intermediaries with sales ideas and product information
- Respond to incoming calls/questions from financial intermediaries
- Partner with external wholesalers to provide scheduling and sales support
- Assist financial intermediary in analyzing client portfolios
- Maintain activity and profile data in the CRM
- Keep current on compliance and regulatory policies
Requirements
- College degree
- Enhanced problem-solving abilities and analytical skills
- Familiarity with investment strategies and concepts
- Excellent oral, written, and interpersonal communications skills
- Current FINRA Registrations (Series 7, 63, 65, and/or 66) preferred
- Minimum 2 years of experience in a financial brokerage or investment management environment in a sales capacity
Benefits
- Commitment to integrity and high standards
- Opportunities for professional development and growth
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysissales strategiesinvestment strategiesportfolio analysis
Soft skills
problem-solvinganalytical skillsoral communicationwritten communicationinterpersonal communication
Certifications
FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66