Regional Sales Associate

Opportunity:

Regional Sales Associate (Internal Wholesaler)

Location:

New York City.

Overview:

• Partner with the external wholesaler to formulate and implement a business plan sales strategy.
• Convey sales ideas, and accurate product information and gather marketing data in discussions with targeted financial advisors.
• Document information in the CRM system from conversations with financial advisors.
• Make proactive marketing calls within the assigned territory.
• Support strategic marketing initiatives on corporate and department level.
• Deliver effective presentations promoting the firms’ products, services, and competitive advantages.
• Effectively communicate and build credibility with financial advisors.
• Ensure completion of administrative tasks, including but not limited to mailing, documentation, etc.
• Responsible for gathering and utilizing marketing intelligence in a territory.

Requires:

• Bachelor’s degree with 1-5 years of related experience
• FINRA Series 7 and 63 – MUST have the Series 7, at a minimum.
• Ability to work in a fast-paced environment with strict and demand deadlines and priorities that are subject to change
• Proficiency in MS Outlook and CRM systems.
• Outstanding written and verbal communication skills and a results driven individual.