Sales Specialist Capital Markets
Core
Educate advisors and promote Structured Products and Alternative Investments via inbound and outbound calls to drive sales.
Role type
Senior IC sales specialist (capital markets/wholesaling)
Builds
Sales strategies and product positioning for advisors
Domain
Financial services / Capital Markets
Deliverable
product features
Required skills
outbound calling, inbound support, technical expertise on sales strategies, product rules/regulations, Salesforce.com, Concur Expense Management, travel, partnership with product partners, strategy development, process maintenance
Preferred skills
experience with Structured Products, experience with Alternative Investments, articulating complex information, telephone communication, presentation skills, establishing rapport, sales coaching, team environment
Technologies
Salesforce.com, Concur Expense Management
