What are the responsibilities and job description for the Investment Consultant position at Cyperus Group, Inc?
Opportunity: Investment Consultant
Requires:
- Bachelor’s degree with 1-5 years of related experience.
- FINRA Series 7 and (66 or 63 and 65) – must have the Series 7.
- Ability to thrive in a fast-paced environment.
- Proficiency in MS Outlook and CRM systems.
- Outstanding written and verbal communication skills and a passion for sales.
Responsibilities include:
- Develop and maintain relationships with financial advisors to sell financial products and identify new sales opportunities.
- Work as a partner with the Regional Director to implement a sales strategy.
- Document information in the CRM system from conversations with financial advisors.
- Creates daily Sales Plan, prioritizing and managing workload.
- Deliver effective presentations promoting the firms’ products and services.
- Develop and enhance industry and product knowledge.
- Make proactive marketing calls within the territory focusing on all levels of sales.
This position is NOT a 100% commission role. The firm offers a very competitive base salary commission outstanding benefits. There is a clear trajectory for career growth from this position.
This is an ideal career opportunity for a Financial Advisor that wants to evolve away from retail Sales.
For immediate consideration, send resume to fmarzi@cyperusgroup.com.
Salary : $85,000 - $120,000
