Salary
💰 $90,000 - $125,000 per year
About the role
- Manage and grow a sales territory, including managing the sales process for new prospects uncovered in the region through prospecting efforts
- A high level of sales activity via face-to-face meetings, video conferences and direct telephone conversations
- Interfacing with senior team members in the coordination of internal and external prospect meetings
- Demonstrate mastery of consultative sales, active listening, and advanced customer service
- Ability to uncover and qualify new opportunities; prioritize multiple priorities
- Build trust and relationships quickly; break down barriers to entry
Requirements
- 3-5 years of financial services sales with demonstrated track record of ownership of full cycle sales process
- Series 6 or 7 and 63 required
- Excellent communication skills; in-person, over the phone, and in writing
- Entrepreneurial spirit
- Excellent priority management
- Private markets experience is a plus