Financial Representative
3 weeks ago
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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