Position Details
About this role
This role involves driving asset growth through sales and distribution of investment products, working closely with institutional investors, and managing client relationships in a remote setting.
Key Responsibilities
- Develop prospecting strategies
- Build investor relationships
- Conduct outreach via calls and meetings
- Present fund strategies
- Support digital outreach
Technical Overview
Requires knowledge of mutual funds, asset management, and investment strategies, with proficiency in virtual communication tools and sales platforms.
Ideal Candidate
The ideal candidate is a finance-literate sales professional with 1-3 years of experience in financial services sales or investment product distribution. They are proactive, excellent communicators, and comfortable working independently in a remote environment, with a strong understanding of mutual funds and asset management.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Certifications
Required
Industry & Role
Keywords for Your Resume
Deal Breakers
Lack of Series 7 & 63 or 66 certifications, No experience in financial services sales, Inability to travel 20-30 days per year, No bachelor’s degree
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