Internal Sales Desk Associate – Series 7

SmartTrust®
Parsippany, NJ
Job Description
SmartTrust is seeking a Series 7 Internal Sales Desk Associate to build brand awareness and partner with external wholesalers and financial professionals. The role involves developing sales skills, building relationships, and supporting the company's marketing efforts. This position is critical for expanding the company's reach in the residential investment product space.

Requirements

  • Partnering with experienced external sales professionals to develop skills and build sales.
  • Developing relationships with Financial Advisors through outbound calls and e-mails.
  • Respond to inbound product, sales and service calls.
  • Work with external wholesaler(s) to establish an effective advisor meeting schedule.
  • Help investment advisors increase their business by updating them on current marketing materials.
  • Handle special projects as assigned within department.
  • Participate in sales meetings and training sessions.
  • Maintain a PC based contact management system.
  • Act as project leader for certain department initiatives.

Benefits

  • Competitive compensation
  • Open and supportive team-based environment
  • Full medical and dental benefits
  • 401(k) plan with company match
  • Variable compensation
]]>