Inside Sales Specialist developing client relationships and generating sales opportunities at Insider One. Join a diverse team focused on innovative marketing solutions in a dynamic environment.
About the role
- Sales Associate at Guggenheim, managing relationships with financial advisors to grow assets under management. Involves sales calls, product analysis, and compliance adherence.
Responsibilities
- Initiate sales calls to identify new sales opportunities
- Provide financial intermediaries with sales ideas, product information, performance data
- Respond to incoming calls/questions/requests from financial intermediaries
- Partner with external wholesalers to provide scheduling and sales support
- Execute on territory plan to ensure achievement of assigned sales goal
- Analyze client portfolios to help recommend appropriate investment strategies
- Keep current and adhere to compliance and regulatory policies specific to licensing requirements
Requirements
- College degree
- Enhanced problem-solving abilities
- Analytical abilities
- Familiarity with investment strategies and concepts
- Excellent oral, written and interpersonal communications skills
- Energetic, self-motivated, positive attitude, goal-oriented
- Bachelor's Degree (preferably in Finance or Business)
- Minimum 2 years of experience in a financial brokerage or investment management environment in a sales capacity
- Current FINRA Registrations (Series 7, 63, 65, and/or 66)
Benefits
- Health insurance
- 401(k)
- Paid time off
- Flexible work arrangements
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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