Regional Sales Associate

What you'll be doing: Develop and build relationships on the phone with financial advisers. Utilize sales process: identify needs, provide meaningful solutions, and deliver superior service to branch offices nationally. Understand and articulate capital markets, company products, competitors products. Integrate current themes and campaigns into conversations that drive the sales process. Execute business plan for coverage with the sales team. Maintain and update sales force. Adhere to daily/monthly telephone activity metric requirements of the department. Own sales performance and sales goals. Plan travel and meetings.

What your background should be: Minimum 2 years of experience within a financial brokerage or investment management environment in a sales capacity. Current FINRA registrations: Series 7, 63, 65, and/or 66. Enhanced problem solving abilities, analytical abilities, and familiarity with investment strategies and concepts. Excellent oral, written and interpersonal communications skills. Energetic, self-motivated, positive attitude, goal-oriented. Ability to meet deadlines, strong organizational skills, ability to work independently and collaboratively. Technical/computer skills including Microsoft Word, PowerPoint and Excel. Committed to self-improvement/willingness to learn and grow. Energy, enthusiasm, optimism. Strong work ethic. High degree of integrity. Ability and willingness to prepare relentlessly and execute passionately. Strong relationship building skills. Client focused. Well organized and detail-oriented.

Who is the client company: This is a global investment and advisory financial services company.; If you are interested in this position, send your resume to apply@kochdavis.com