Financial Sales Representative

1 day ago

Oklahoma City, Oklahoma, United States Addison Group Full time

Job Title:
Financial Sales Representative

Location:
Oklahoma City, Oklahoma

Industry:
Financial Services / Investment Sales

Pay:
$65,000 - $75,000 / year+ commission

Benefits:
This position is eligible for medical, dental, vision, and 401(k).

About Our Client:
Addison Group is partnering with a well-established financial services organization seeking a Financial Sales Representative to support the growth of their institutional investment business. The ideal candidate is motivated, client-focused, and knowledgeable in financial markets.

Job Description:
This role is responsible for expanding institutional relationships and offering investment solutions that support clients' long-term financial strategies. The position blends relationship management, market expertise, and consultative sales within the banking and credit union space.

Key Responsibilities:

  • Develop and strengthen partnerships with financial institutions such as community banks, regional banks, and credit unions.
  • Introduce and position a variety of fixed-income and investment products aligned with institutional portfolio goals.
  • Work with clients to understand balance-sheet priorities and help identify practical investment and risk-management approaches.
  • Provide ongoing education to clients regarding market activity, economic trends, and portfolio considerations.
  • Coordinate with internal research teams and product specialists to deliver informed recommendations.
  • Manage the end-to-end sales process, including outreach, meetings, proposals, and long-term account support.
  • Maintain current knowledge of market shifts, regulatory developments, and industry changes impacting institutional investors.
  • Achieve sales targets while upholding ethical standards and compliance requirements.

Qualifications:

  • Bachelor's degree in Finance, Economics, Business, or related discipline.
  • Previous experience in financial or investment sales, ideally working with institutional clients.
  • Understanding of fixed-income instruments, capital markets, and balance-sheet concepts.
  • Strong interpersonal, presentation, and relationship-building skills.
  • Ability to analyze financial information and offer informed, strategic guidance.
  • Series 7 and Series 63/66 required or willing to obtain.
  • Driven, organized, and comfortable working independently as well as in a collaborative environment.

Additional Details:
This is a full-time, long-term opportunity offering a mixture of client interaction, consultative selling, and strategic financial work within the institutional investment space.

Perks:

  • Professional development and licensing support
  • Opportunity to work with an established institutional client base
  • Collaborative and growth-oriented environment

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

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