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Sales and Marketing Specialist

2 months ago

Alpharetta, United States Perfect Search Full time
Position Overview:

As a Sales Associate in the Financial Services sector, you will play a crucial role in driving business growth for Perfect Search.

About Perfect Search:
We are a distinguished independent investment advisory firm established to provide unparalleled advisory services. Our team combines over 35 years of expertise to deliver in-depth research, security analysis, portfolio management, and wealth management strategies.

We cater to a diverse clientele, including business leaders, executives, and high-net-worth individuals, typically with a net worth exceeding $2 million.

Key Responsibilities:

  • Establishing new business connections by:
    - Engaging with potential clients to understand their financial aspirations.
    - Presenting information and clarifying available financial services.
    - Cultivating and sustaining enduring relationships with clients to fulfill their requirements.
  • Generating leads for prospective clients through:
    - Sourcing from existing customers, referrals, marketing initiatives, networking events, and online platforms.
    - Conducting outreach via phone calls, emails, and social media strategies.
    - Networking within the community on behalf of the firm.
Providing operational support as necessary by:
- Collecting and updating client contact details in our database.
- Completing documentation for new account openings.
- Managing records and database information.

Qualifications:

  • Preferred: Series 7 license (not mandatory).
  • Exceptional communication and relationship-building skills.
  • Integrity, focus, self-motivation, sociability, and openness to learning new skills to maintain competitiveness.
  • Ability to foster and maintain robust relationships with prospects and clients.
  • Team-oriented mindset with a shared vision for culture and common objectives.
  • Proficient in computer applications, particularly Microsoft Excel and Outlook.
  • Basic understanding of the investment management sector.

What We Provide:

  • A professional and collaborative team atmosphere.
  • A competitive base salary complemented by quarterly bonuses based on new accounts.
  • Travel and entertainment allowances.
  • Comprehensive operational and administrative support.
  • A 401K plan with matching contributions.