What are the responsibilities and job description for the Investment Product Sales - Mid West Region position at Saturna Capital?
Job Description
Saturna Capital is seeking a dynamic Investment Product Salesperson to support the US Mid-West market. The qualified applicant will have previous investment advisory experience with a broker-dealer and the ability to build and maintain relationships with other investment providers. We are looking for a team player with a curious mind and exceptional communication skills to work remotely and have the ability to travel.
Location: Remote – Mid-West Region
Full Salary/wage range: $80,000 – 95,000 annual salary (DOE)
Primary duties include:
We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. We Use E-Verify
CA Residents, please see our privacy notice here: https://www.saturna.com/privacy-center
Saturna Capital is seeking a dynamic Investment Product Salesperson to support the US Mid-West market. The qualified applicant will have previous investment advisory experience with a broker-dealer and the ability to build and maintain relationships with other investment providers. We are looking for a team player with a curious mind and exceptional communication skills to work remotely and have the ability to travel.
Location: Remote – Mid-West Region
Full Salary/wage range: $80,000 – 95,000 annual salary (DOE)
Primary duties include:
- Manage territory and generate sales to meet objectives
- Identify prospects and establish new relationships with advisors
- Determine key relationships and develop a plan to increase client AUM
- Cross-sell Saturna services, including retirement plans and trust services
- Attend multiple weekend conferences throughout the year
- Present technical product knowledge in an innovative way
- Data-mine and report through Salesforce
- Follow company policies regarding industry rules and regulations for securities and investment products
- 100% company-paid medical premium for employee PPO plan; HDHP provides full family coverage at no cost
- Health Savings Account with employer contribution, Employee Assistance Program, regular Wellness activities
- 401k with generous match
- Profit sharing and annual performance bonuses
- 11 personal and 10 vacation days after first year
- 10 paid holidays (per NYSE holiday schedule)
- Paid Parental and Bereavement leaves
- Up to $1,000 per month in childcare/tuition assistance
- Adult continuing education and professional development assistance
- Free YMCA gym membership or equivalent for remote staff
- Bachelor’s Degree or equivalent combination of education and experience
- Ability to obtain FINRA licenses SIE,7 and 66 within 9 months of employment
We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. We Use E-Verify
CA Residents, please see our privacy notice here: https://www.saturna.com/privacy-center
Salary : $80,000 - $95,000
