Financial Representative

3 weeks ago


Portland, United States Leader Capital Corp Full time

Sales Representative

Description:

  • Assist with various office tasks.
  • Making outbound calls to existing and potential clients
  • Log, track, and maintain customer contacts
  • Cultivate relationships with Registered Investment Advisors (RIAs), financial planners, family offices, brokers/dealers, consultants, and other institutional clients.
  • Make sales call to advisors.

Skills

  • Experience in finance
  • Understanding of our industry
  • Good communications skills
  • Strong organizational skills
  • Strong computer skills and proficiency in Word, Excel, Outlook, Salesforce CRM

Qualifications

  • High School Diploma
  • Associates Degree

Compensation: Starting $75,000 Salary + bonus

Benefits

Medical/Dental benefits/401k

Please submit a resume to be considered.

Company Website: www.leadercapital.com



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