Sales Analyst
1 month ago
Greenbacker Capital, a leading investment management firm, is seeking a highly motivated and detail-oriented Sales Analyst to join our growing sales team. As a Sales Analyst, you will play a critical role in supporting our sales efforts and contributing to the success of our sustainable infrastructure investments.
Key Responsibilities:- Execute sales strategies aligned with the company's goals and objectives.
- Collaborate with the sales team to increase productivity and efficiency.
- Assist in maintaining and expanding team resources.
- Support existing and prospective advisor relationships through servicing inbound due diligence requests and fielding operational and service-related requests.
- Identify and convert prospects into producers.
- Utilize and maintain Greenbacker Capital's CRM system (Salesforce) to create and maintain up-to-date information on target audiences.
- Bachelor's degree in Economics, Finance, or a related field.
- At least one year of experience in the financial services industry.
- Excellent oral and written communication skills.
- Strong interpersonal and customer service skills.
- Proven ability to pay attention to detail.
- Ability to execute efficiently and reliably with excellent time management skills.
- Securities licensed (Series 7 & 63, etc.) preferred.
- Knowledge of or experience in environmental studies or sustainable investing a plus.
- Medical: Insperity/ 5 United Health Care options (3 PPO's and 2 High Deductible Health Plans) / 100% employer paid for employee; 50% employer paid for spouse and children.
- Dental: Guardian – two options / 100% employer paid for employee; 50% employer paid for spouse and children.
- Vision: Guardian / VSP – two options / 100% employee paid.
- Life and AD&D: Unum / 100% employer paid / 2 times annual up to $700K.
- Short term disability: Unum / 100% employer paid / 60% base; $1,500 weekly max.
- Long term disability: Unum / 100% employer paid / 60% base; $15,000 monthly max.
- Retirement: Insperity ~ various stock, bond and lifestyle fund options / 50% match up to 6% of salary.
- Other: Medical and dependent care / Health Savings Accounts / Pre-tax commuter benefits / 20 days paid time off & 7 sick days, Modern Health: 24/7 access to Coaching and Therapy sessions for employees' and dependents.
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