Sales Specialist Capital Markets
Core
Educate advisors and promote Structured Products and Alternative Investments via inbound and outbound calls, providing technical expertise on sales strategies and product rules.
Role type
Senior IC sales specialist (capital markets/wealth management)
Builds
Sales strategies for Structured Products and Alternative Investments
Domain
Financial services / Wealth Management
Deliverable
product features
Required skills
Financial sales, Financial wholesaling, Product positioning, Competitive analysis, Salesforce.com, Concur Expense Management, Travel, Series 7 license, State securities agent registration (S63/S66), State IAR registration (S65/S66)
Preferred skills
Structured Products experience, Alternative Investments experience, Complex information articulation, Sales coaching, Large group presentation skills
Technologies
Salesforce.com, Concur
Responsibilities
Conduct outbound calls to advisors, Respond to inbound calls/emails for technical expertise, Track activity in Salesforce, Submit business expenses in Concur, Participate in advisor/client presentations, Travel for one-on-one advisor sales calls, Partner with subject matter experts to improve advice quality
Seniority
Mid-Senior level, hands-on IC