обновлено 11 дней назад
Sales Specialist Capital Markets (Structured Products)
87 400 - 120 200$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Sales Specialist Capital Markets (Structured Products): Educating advisors and promoting structured products and alternative investments through inbound and outbound sales support, with an accent on product positioning, competitive analysis, and advisor education. Focus on developing sales strategies, explaining product rules and regulations, and delivering presentations and client-facing events across the assigned region.
Location: Minneapolis, Minnesota; in-office at least four days per week with flexibility to work from home one day per week
Base salary: $87,400–$120,200 per year, plus potential bonus, commissions, and long-term incentives.
Company
is a diversified financial services company providing financial planning, asset management, insurance, and investment solutions.
What you will do
- Educate advisors and promote structured products and alternative investments through inbound and outbound calls.
- Provide technical expertise on product features, benefits, rules, regulations, competitive positioning, and sales strategies.
- Build relationships with product partners, advisors, field leaders, and internal subject-matter experts.
- Track sales activity in Salesforce and submit business expenses through Concur.
- Support advisor and client presentations, field events, one-on-one sales calls, and group presentations.
- Help develop new sales strategies and maintain existing processes, tools, and services.
Requirements
- At least five years of experience in financial services, financial sales, or financial wholesaling.
- Bachelor’s degree or equivalent.
- Active Series 7 registration.
- Active state securities agent registration (S63 or S66), or ability to obtain it within 120 days.
- Active state IAR registration (S65 or S66), or ability to obtain it within 120 days.
- Valid US work authorization without current or future visa sponsorship requirements; ability to travel up to 25%.
Nice to have
- Experience with structured products or alternative investments.
- Financial industry experience in sales or wholesaling.
- Strong telephone, presentation, sales, coaching, and relationship-building skills.
- Ability to explain complex information clearly and work in a sales-oriented team environment.
Culture & Benefits
- Relationship-based, client-centric environment focused on in-person collaboration.
- Vacation, sick time, 401(k), and health, dental, and life insurance benefits.
- Potential variable compensation through bonuses, commissions, and long-term incentives.
- Support for advisor and client-facing events and ongoing professional collaboration.
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