We have a current opportunity for a external sales associate on a permanent basis. The position will be in-person based in the San Francisco Bay Area. This is an urgent search, further information about this position please apply today!
- Develop relationships with existing and prospective investment professionals across the US
- Research and identify sales strategies for specific client types and develop strategies for competitive engagement
- Stay abreast of industry trends
- Involvement in sales, relationship management and marketing efforts
- Experience cold calling at a financial services firm
- Self driven, passionate about sales and open to travel on a monthly basis
- Understanding of traditional investment strategies with excellent verbal and written communication skills