Structured Investments Distribution - Analyst

Icapitalnetwork

Boca Raton, United States
Base: $55,000 - $60,000; bonus/equity: commission;...
Hybrid (on-site monday-thursday, remote on friday)
Conduct outbound calls
Analyze sales trends
Learn product features and benefits
iCapital is seeking an Analyst for its Structured Investments team to provide sales support and assist in client and vendor interactions. The role requires making numerous outbound calls, analyzing sales trends, and understanding financial products, with a focus on growth in the financial services industry

Job Summary

  • This position will work cross-functionally and closely with vendors and clients.
  • Conduct calls to set appointments for licensed sales professionals and make 50+ outbound calls per day.
  • The base salary range for this role is $55,000 to $60,000 + Commission.

Matching Summary

Match Score: 75

iCapital is seeking an Analyst for its Structured Investments team to provide sales support and assist in client and vendor interactions. The role requires making numerous outbound calls, analyzing sales trends, and understanding financial products, with a focus on growth in the financial services industry.

Salary

Base: $55,000 - $60,000; Bonus/Equity: Commission; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Conduct outbound calls
  • Analyze sales trends
  • Learn product features and benefits
  • Partner with sales team

Nice-to-have

  • Motivated and mature
  • Team player
  • Highly organized

Key Requirements

  • Bachelor's Degree
  • 0-2 years of relevant experience
  • Series 7, 63 and SIE licenses or obtain within 4 months

Work Rights

Not specified

Tailored Resume

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