Outbound Sales Representative

2 weeks ago


Akron, Ohio, United States VirtualVocations Full time

VirtualVocations is seeking a skilled Outbound Associate to join our team. The ideal candidate will have a strong background in sales and a passion for wealth management. Key Responsibilities:

* Conduct outbound and inbound phone sales to generate interest in wealth management services with prospective clients
* Interact with Financial Advisors and troubleshoot issues with the Financial Dashboard

Required Qualifications:

* Maintain appropriate policies & procedures for regulatory requirements
* Knowledge of investment products and services
* Possess a clean U4 record
* Operational, organizational, and follow-up skills
* Proven investment advisory sales skills

If you are a motivated and results-driven individual with a strong work ethic, we encourage you to apply for this exciting opportunity.



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