Sales Specialist Capital Markets

Location: Minneapolis, Minnesota; in-office collaboration at least four days per week with flexibility to work from home one day per week.

Salary: $87,400–$120,200 per year, plus potential bonus, commissions, and/or long-term incentives.

Company

hirify.global is a diversified financial services company providing financial planning and advice, asset management, and insurance services to individual, small business, and institutional clients.

What you will do

• Educate advisors and promote structured products and alternative investments through inbound and outbound calls.
• Support advisors with product features, benefits, competitive analysis, product positioning, and sales strategies.
• Build relationships with internal and external product partners, advisors, field leaders, and subject matter experts.
• Track sales activity in Salesforce and submit business expenses through Concur.
• Support advisor and client presentations, field-facing events, one-on-one sales calls, and group presentations.
• Help develop new sales strategies and maintain existing processes, tools, and services.

Requirements

• 5+ years of experience in financial services, financial sales, or financial wholesaling.
• Bachelor’s degree or equivalent.
• Active Series 7 license.
• Active state securities agent registration through S63 or S66, or ability to obtain it within 120 days.
• Active state IAR registration through S65 or S66, or ability to obtain it within 120 days.
• Ability to travel up to 25%; valid US work authorization is required without current or future visa sponsorship needs.

Nice to have

• Experience with structured products and/or alternative investments.
• Sales, wholesaling, coaching, and presentation experience.
• Ability to explain complex information clearly and build rapport quickly.
• Experience working in a sales-oriented team environment.

Culture & Benefits

• Client-centric, relationship-based working environment focused on face-to-face collaboration.
• Vacation and sick time.
• 401(k) plan.
• Health, dental, and life insurance.
• Performance-based compensation with potential variable pay.