Offer summary
Qualifications:
Bachelor of Science in Business Administration, Finance or related field, Minimum 2 years inside sales experience/financial industry, Knowledge of financial services offerings and Registered Investment Advisory practices.
Key responsabilities:
- Cold calls and hunts for new advisors
- Travel to conferences to find new opportunities
- Develop relationships with RIAs and industry contacts
- Maintain Wholesaler database and sales pipeline
- Stay up-to-date on company products and industry knowledge