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Internal Sales Representative

1 month ago

Reston, Virginia, United States Xtollo Investment Partners, LLC Full time

Key Responsibilities:

  • Partner with External Sales partners to achieve territory sales goals
  • Make outbound calls to prospective financial advisors to introduce offerings, set meetings, develop relationships, and support advisors/prospects to demonstrate value and promote sales in our offerings
  • Coordinate and manage territory with External Partner, including managing calendar and sales rotation, identifying prospects, managing sales commitments, and tracking goals

Requirements:

  • 2-4 years of Financial Sales Experience
  • Bachelor's Degree, preferably in Finance or Business
  • FINRA SIE, Series 7, and Series 63 license
  • Excellent communication and interpersonal skills
  • Strong sales and negotiation abilities
  • Ability to multitask and prioritize tasks effectively
  • Proficient in using Salesforce and other relevant tools

About Xtollo Investment Partners:

Xtollo Investment Partners is a rapidly growing firm that empowers financial advisors with diverse and innovative investment strategies. We aim to deliver unique, systematic investment offerings that demonstrate value, differentiate practices, and meet clients' needs and challenges.

We seek self-motivated, growth-minded financial professionals to join our Internal Sales team. These individuals will support the distribution of our investment offerings to the Broker/Dealer, Registered Investment Adviser, and Turnkey Asset Management Platform channels.

Internal Sales team members are responsible for partnering with and supporting their External Sales partner to achieve territory sales goals. Internals are primarily responsible for outbound calls to prospective financial advisors to introduce offerings, set meetings, develop relationships, and support advisors/prospects to demonstrate value and promote sales in our offerings.

We offer a dynamic, supportive, and passionate work environment that rewards self-starting, curious, hard-working team players, looking to advance their talents and develop new skills.