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We are seeking an Investment Sales Supervisor to join our Investments team. Candidates may be located in any state where we employ staff, although the greater Columbus, Ohio, or Jacksonville, Florida, area is preferred. This position is primarily a work-from-home opportunity.
The Investment Sales Executive is responsible for developing and expanding relationships with credit unions (B2B) and generating fee income by selling investment products and services. Strong working knowledge of Fixed Income and Money Market products is essential. This position will be responsible for calling on prospective and existing credit unions, determining the credit union’s investment needs, and recommending/selling the appropriate product or service that fulfills the need. Also, this position is responsible for following up on leads for cross-selling investment products and services. This position does require regional and national travel approximately 30% of the time. We are looking for someone that understands fixed income and money market instruments, has series 7 and 63 licenses, and loves to build relationships. This position also manages two part-time staff members.
This position is compensated with a base salary plus incentives equal to approximately $100,000 to $130,000 annually based on performance. The base salary equates to approximately 40% to 50% of the total compensation.
Desired Qualifications:
We are looking for someone that may have held the following positions below:
Investment Sales Executive
Investment Sales Supervisor
Investment Sales Manager
Money Market Specialist
Fixed Income Specialist
Senior Investment Representative
Sr. Investment Representative
Financial Representative
Sales Representative
Portfolio Manager
About Corporate One:
We are a leading wholesale financial services provider to more than 700 of America’s credit unions. As a trusted and highly respected investment, funding, and payment solutions partner to credit unions for over 70 years, Corporate One has developed innovative solutions for credit unions throughout our history. We, along with our subsidiary companies (CUSOs), Lucro Commercial Solutions and Accolade Investment Advisory are committed to our member credit unions and their mission to help their communities thrive.
Why Should You Apply?
Employment with Corporate One includes being part of a collaborative environment where every individual is part of a team, making a difference to credit unions and the communities they serve. We are dedicated to improving the financial lives of others. You’ll enjoy a friendly and casual work environment where personal autonomy, self-initiative, innovative thinking, and continuous learning are highly valued. We are proud to have an average tenure of 10 years!
We are proud to offer:
Corporate One Federal Credit Union is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.
As the financial landscape continues to evolve, so do we. That is why it is an exciting time to join our team! Please visit our website to learn more at www.corporateone.coop
Full Time
$87k-118k (estimate)
06/24/2024
07/10/2024