Financial Services Specialist

5 days ago

Parsippany, New Jersey, United States SmartTrust Full time

SmartTrust, a leading Unit Investment Trust (UIT) sponsor, is seeking an Internal Sales Desk Associate - Series 7 to join our team in Parsippany, NJ.

Overview

As a top UIT sponsor in the country, SmartTrust delivers high-quality growth and income investments to meet the demands of today's investors and financial advisors. With over $1 billion in assets under management, we are committed to excellence and innovation.

We are looking for a highly motivated individual with excellent communication skills to support our external wholesalers and build strong relationships with financial professionals across the country.

Responsibilities
  • Partner with experienced sales professionals to develop skills and build sales.
  • Develop relationships with financial advisors through outbound calls and emails.
  • Respond to inbound product, sales, and service calls.
  • Work with external wholesalers to establish an effective advisor meeting schedule.
  • Maintain strong relationships with investment advisors while providing sales support and service to wholesalers in the field.
  • Help investment advisors increase their business by updating them on current marketing materials, generating and communicating sales ideas, and informing them of upcoming webinars/seminars in their area.
  • Handle special projects as assigned within the department.
  • Attend sales meetings and training sessions.
  • Maintain a PC-based contact management system.
  • Participate in sales idea roundtable discussions and feedback sessions.
Qualifications
  • Bachelor's degree or equivalent combination of education/experience.
  • Series 7 license.
  • 2 years of financial services-related experience preferred.
  • Internal sales desk support service experience preferred.
  • Strong financial industry and capital markets knowledge.
  • Strong customer relationship management and servicing skills.
  • Excellent verbal communication skills and the ability to present effectively over the phone combined with strong written communication skills.
  • A genuine desire to help others on the team and those to whom you are selling.
  • Excellent interpersonal, relationship management, and organizational skills.
  • Enthusiastic and results-oriented.
  • Ability to prioritize work in a fast-paced environment.
Estimated Salary Range

$60,000 - $80,000 per year, depending on experience.

Benefits
  • Competitive compensation package.
  • Open and supportive team-based environment.
  • Full medical and dental benefits.
  • 401(k) plan with company match.
About Us

SmartTrust is a division of Hennion & Walsh Inc., a member of FINRA and SIPC. We are committed to delivering exceptional results and building long-term relationships with our partners and clients.

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