Financial Services

2 weeks ago


Tempe, United States Omtech llc Full time
Job DescriptionJob Description

Must Haves:

  • Must have experience within the oil and gas industry
  • Must have at least 8-10 years of selling experience
  • Must be a strong hunter and willing to travel domestically quite often
  • Series 7 license is required
  • 3-5 years' experience in a sales profession or the financial services industry

Overview:

  • Client is looking for 2 very solid resources that can be located anywhere in the US that are open to a pretty heavy travel schedule.
  • The salary is wide open and they are looking for very Sr. level folks.
  • In addition, the job description above, all candidates must have the above criteria.

Responsibilities:

  • Develop and maintain relationships with existing financial advisers to market client's products, as well as identify new sales opportunities.
  • Utilize product knowledge, competitive positioning, and sales process skills to drive sales of investment products.
  • Work with financial advisors to identify client needs and recommend product offerings and marketing strategies.
  • Deliver effective presentations to promote client's products, services, and competitive advantages.
  • Utilize systems, technology, and tools to track activities and profile advisor data to expand reach of product distribution.
  • Maintain a proactive and supportive relationship with sales, marketing, operations teams, and all internal partners.
  • Represent Mountain View in a professional manner to all internal/external customers both on the telephone and through attendance at selected events.

Candidate Requirements:

  • Superior written and verbal communication skills. Work independently as well as collaboratively within a team environment
  • Ability to self-manage workload volumes to achieve or exceed goals and changing priorities in a team environment
  • Strong results-oriented focus, strong work ethic and positive attitude
  • Demonstrate initiative, creativity, and resourcefulness

Education and Experience:

  • 3-5 years' experience in a sales profession or the financial services industry
  • Bachelor's degree or equivalent work experience
  • Knowledge of alternative investment products and services is required
  • Proven track record of developing sales results in assigned territory
  • Series 7 license is required



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