You’ll support growth within an assigned territory, partner closely with your Regional Vice President, and play a key role in amplifying our value proposition to financial professionals
Job Summary
You’ll support growth within an assigned territory, partner closely with your Regional Vice President, and play a key role in amplifying our value proposition to financial professionals.
The position offers a commission-based incentive with base salary and opportunities for performance bonuses and extensive benefits.
You’ll work within a flexible, inclusive environment where well-being is a priority and have the opportunity to help shape the future of our business and the customers we serve.
Matching Summary
You’ll support growth within an assigned territory, partner closely with your Regional Vice President, and play a key role in amplifying our value proposition to financial professionals.
Salary
Base: $45,000.00 - $75,000.00 USD; Bonus/Equity: Incentive compensation tied to performance; Benefits: Extensive health, dental, vision, disability, life insurance, retirement plans, paid time off
Skills & Requirements
Must-have
Relationship development with advisors
High-volume desk management
Sales territory strategy execution
Commission-based sales environment
Collaboration with sales leadership
Nice-to-have
Proactive and organized work style
Experience with CRM platforms
Inclusive and flexible work environment
Strong facilitation and communication skills
Financial services industry experience
Key Requirements
Minimum 2 years sales or phone-based sales experience
FINRA SIE, Series 6, and Series 63 certifications or ability to obtain