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Financial Services Representative

2 months ago

New Haven, Connecticut, United States NESCO Inc Full time
Job Summary

NESCO Inc is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for facilitating sales initiatives and business development opportunities within our proprietary suite of mutual fund investment products.

Key Responsibilities
  • Learn and understand our proprietary offering of investments, spanning mutual and commingled funds and separate account strategies
  • Understand external vendor portals that will be necessary for establishing accounts and maintain thereafter
  • Establish relationships with interested parties to facilitate asset growth for our investments
  • Identify areas of growth based upon historical success with client and account types, geographies, and/or specific strategies
  • Create standardized, as well as custom, client content across all products
  • Produce regular and ad hoc materials for internal management that reflects the business and sales cycle
  • Communicate with other internal departments to source
  • Resolve client inquiries using internal applications and external vendors
  • Acquire and maintain necessary securities licensing Series 65
Essential Competencies
  • Professionalism/Personal Accountability
  • Communication
  • Flexible and Adapts to Change
  • Service to Customers and Clients
Requirements
  • Desire to be in sales and role and comfortable in front of clients
  • Foster a sense of teamwork while assisting others when needed
  • Maintain a commitment to quality and attention to detail
  • High ethical and moral standards that mirror the firm's values and principles
Preferred Qualifications
  • Comfort with Microsoft suite of products (Excel, Word, PowerPoint)
  • Entrepreneurial
  • Strong interpersonal skills and customer service abilities
  • Public speaking abilities a plus
Education and Experience
  • Bachelor's degree in finance and/or marketing
  • MBA (or progress towards) desirable
  • Client Series 65 Exam; able to be obtained shortly after hire
Physical Demands
  • Must be able to remain in a stationary position for a majority of the workday