Wholesale Sales Representative, Assistant Vice President

6 days ago


Los Angeles, California, United States CION Investment Group, LLC Full time
Job Summary

CION Investments is a leading manager of alternative investment solutions designed to redefine the way individual investors can build their portfolios and help meet their long-term investment goals.

We are seeking an experienced Internal Wholesaler, Assistant Vice President to join our team in Los Angeles. As a key member of our sales team, you will be responsible for providing sales support to existing clients and driving sales by maintaining and strengthening relationships with clients.

Key Responsibilities
  • Provide sales support and service by initiating outbound phone calls to existing broker dealers - providing market updates and cross selling firm products and services.
  • Follow up with clients after wholesaler visits to provide additional information, collect feedback on the meeting and inquire about additional product needs.
  • Coordinate planning of meetings, seminars, and conference calls involving clients, DPC reps, and affiliate PMs, as well as others within the organization.
  • Assist financial advisors in growing their business by providing hypothetical analysis, updating them on current marketing materials and informing them of upcoming events.
  • Maintain meaningful competitive intelligence by attending meetings and trainings, engaging, and forming partnerships with other internal departments and product teams, and staying abreast of news and media updates.
Requirements
  • Bachelor's degree or equivalent work experience
  • Proven experience in the financial services industry
  • Minimum 1 year of experience in financial sales or wholesaling
  • Excellent social skills and ability to influence others
  • Proven ability to easily build and maintain relationships
  • Ability and desire to learn
  • Excellent time management and organization skills, with the ability to prioritize for most effective results
  • Interest in financial services
  • Strong presentation skills
  • Series 7 & 63 licenses (or equivalent) required. Previously held series 7 and 63 licenses that are inactive will be considered, provided that all required exams are retaken and passed within three months of being hired.
Why Work for Us

We offer a competitive employee benefits and compensation package that encompasses base compensation, commissions, and bonus potential, retirement, health, and wellness benefits, learning and development opportunities, plus great employee perks.

We provide full financial support to pursue professional designation credentials including CIMA, CFA, CAIA, and CFP designations.

Our brand new office in a collaborative, close-knit environment with direct access to upper management offers a unique opportunity to grow professionally and personally.



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