Role OverviewInside sales role with an Investment firm, calling high-net-worth leads, scheduling video meetings, and gathering new assets for the firm.
What You Will Do
Closing leads provided by the firm, transitioning and retaining client relationships, and working with a dedicated portfolio management and service team.
Why It Might Be a Fit
The firm provides all lead flow and comprehensive sales support, and the role requires closing leads and building relationships with clients.
Requirements
- 5+ years of experience in investment sales
Benefits
- 100% coverage on all health/medical, dental and vision care for you and your dependents
- 50% 401k matching
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