Portfolio Specialist – Asset Management Service

Willenborg Wealth Management

Remote
Remote
Promote investment products
Educate clients on product features
Maintain understanding of investment offerings
Willenborg Wealth Management is seeking an Internal Sales Representative to join their Investment Solutions team, focused on building relationships with financial advisors and clients to market investment products. The position is remote and emphasizes strong communication skills, a passion for financial markets, and a collaborative work ethic

Job Summary

  • Proactively engage with financial professionals via phone, email, virtual meetings and in-person to promote investment products.
  • Educate clients on product features, market trends, and portfolio positioning.
  • Competitive base salary + performance-based incentives and a comprehensive benefits package are offered.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking an Internal Sales Representative to join their Investment Solutions team, focused on building relationships with financial advisors and clients to market investment products. The position is remote and emphasizes strong communication skills, a passion for financial markets, and a collaborative work ethic.

Skills & Requirements

Must-have

  • Promote investment products
  • Educate clients on product features
  • Maintain understanding of investment offerings
  • Track and report sales activity

Nice-to-have

  • Develop and execute territory sales strategies
  • Passion for financial markets
  • Collaborative mindset
  • Goal-oriented attitude

Key Requirements

  • 13 months to 3 years of experience
  • Bachelor's degree
  • FINRA Series 66, 7, and SIE certifications

Work Rights

Not specified

Tailored Resume

Cover Letter