Nasdaq Dorsey Wright - Internal Sales Representative
Core
Inside Sales Representative supporting financial advisors, asset managers, and investors to maximize value from research platforms, ETFs, and managed account solutions.
Role type
Inside Sales Representative
Builds
Revenue growth through research platform, ETF, and managed account solutions
Domain
Financial Services / Investment Research
Deliverable
client delivery
Required skills
prospecting, relationship building, client education, CRM proficiency, financial market knowledge
Preferred skills
experience with wealth management firms, familiarity with ETFs and portfolio analysis, Salesforce experience
Responsibilities
Deliver support and education to clients via phone, email, and virtual meetings; build and maintain relationships with advisors and investors; prospect new clients; partner with senior sales leaders on business development; monitor industry trends to provide insights
Seniority
Mid-level, hands-on IC