Alternative Investment Sales Professional

2 weeks ago

Irvine, California, United States UpMarket Full time
Job Overview

We are seeking a highly motivated sales professional to join our team at UpMarket, focusing on the Los Angeles and Orange County metros. This role is ideal for self-driven individuals who thrive in both independent and collaborative settings.

Our customer segment is largely US-based Chinese investors, so we're seeking candidates that are bilingual in English and Chinese.

Key Responsibilities
  • Proactively identify and pursue sales opportunities in the private-market investment sector.
  • Educate and inform accredited US-based Chinese investors about compelling alternative investment opportunities.
  • Achieve sales targets through effective marketing strategies and client engagement.
  • Work autonomously to meet sales goals while collaborating seamlessly with the team.
Minimum Qualifications
  • FINRA Registration: Possession of a FINRA Registered Series 82, or a combination of Series 7 and 63 or 66. Exceptional candidates who are not yet licensed may be considered for exam sponsorship, with expectation to obtain the necessary licenses within 90 days of start date.
  • Language Proficiency: Must be proficient in both English and Chinese to effectively cater to our primary customer segment.
Pay and Benefits
  • Base Pay and Performance Bonus. Depends on track record. Pay range $49,400 - $248,000
  • Healthcare (Medical, Dental, Vision) Coverage
  • H1-B sponsorship. OPT is also welcomed.
Ideal Candidate Profile
  • Self-Driven and Ambitious: Eager to succeed and achieve remarkable results in a commission-only role with significant income potential.
  • Results-Oriented: Sets and diligently pursues aggressive sales targets, demonstrating a strong commitment to achieving success.
  • Positive and Constructive Attitude: Brings a positive outlook to the sales process, contributing to a constructive work environment.
  • Coachability and Adaptability: Open to learning and applying new sales methods and concepts, showing a willingness to grow and adapt.
  • Proactive Approach: Driven to actively seek sales opportunities daily through various methods and approaches.
  • Networking Skills: Skilled in building and leveraging personal contacts, forming strategic partnerships, and generating referrals for sustained sales growth.
  • Communication Excellence: Exhibits highly professional verbal, written, and interpersonal communication skills, ensuring clear and effective client interactions.
  • Strong Presentation and Negotiation Skills: Capable of delivering compelling presentations, skillful negotiation, and closing deals confidently.
  • Initiative and Networking: Demonstrates a proactive approach in creating and nurturing a network of contacts, contributing to long-term business development.
  • Relevant Experience: Prior experience in private market investments, private equity, or family office environments is highly preferred.

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