| Location: |
CA-Los Angeles
West Coast/Northwest (CA, OR, WA, AK & HI) |
| Salary Range: |
50,000 - 65,000 |
| Total Compensation: |
60,000 - 75,000 |
| Job Description: |
This firm is looking for an Internal Sales – Business Development Consultant to assist in the sale of the firm’s Alternative Investments. Responsibilities will also include (but are not limited to): · Prospecting advisors for Alternative Investment sales · Provide sales support for External Sales reps, scheduling appointments, delivering sales literature and materials · Drive attendance for webinars, seminars, conferences, and due diligence meetings · Information & education of the firm’s products & services |
| Education and Certifications/Licenses: |
Bachelors, None, FINRA Registered Rep - Series 7 - Stock Broker|NASAA State Registration / Investment Advisor - Series 63 |
| Mandatory Minimum Qualifications: |
The successful candidate must have the following preferred requirements: · Must have existing relationships with financial advisors within broker dealers and RIA’s · Minimum 2-3 years of internal wholesaling experience · FINRA Series 7,63 licenses · A thorough understanding of Alternative Investments (Private Equity, Oil & Gas, REITS) and other investment products. · Detail oriented, pro-active go-getter attitude. · Motivate and move advisors toward sales The key deliverables we seek from this position are: 1) Minimum 25-30 appointments a week 2) Achieve Sales Targets 3) Fulfill external sales support needs Candidates living in or commutable to the Irvine, CA metro area are preferred. No relocation assistance will be provided. |
| Preferred Qualifications: |
|
| Benefits: |
yes
|
| Overnight Travel: |
None Listed |
| Relocation Assistance: |
No |
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