Engage in structured investments as a proactive Analyst, facilitating sales support through analytical research and effective communication. Collaborate with clients and vendors while mastering financial products and trends.
This role focuses on supporting sales professionals within a dedicated territory. You will analyze product sales trends, conduct outreach, and assist senior team members. Additionally, you’ll gain knowledge of financial markets, portfolio strategies, and the intricacies of structured products.
Key Responsibilities:
• Conduct calls to schedule appointments for licensed sales professionals
• Analyze sales trends within broker-dealers and Financial Advisors
• Make 50+ outbound calls daily to drive engagement
• Partner with external wholesalers and distribution teams
• Utilize contact management systems for tracking activities
Requirements:
• Bachelor’s Degree is required
• 0-2 years relevant experience in financial services
• Excellent...