Investment Sales Associate - January 2026 (Smithfield)
reputed company is a financial services company offering a collaborative and competitive sales environment. The Investment Sales Associate role prepares individuals for various facets of financial services and investment products while providing valuable market insights and support to financial advisors.
Responsibilities
- Consulting with financial advisor clients reputed company phone and reputed company
- Providing valuable market reputed company, investment product overviews, and portfolio construction reputed company to help financial advisors reputed company their client’s financial goals
- Working with intermediary clients to influence the sale of investment products
- Initiating new client relationships and sales opportunities
- Driving investment product sales with an external sales partner
- Building capital market and investment product knowledge
- Managing sales processes and territories
- Delivering consultative presentations to clients
- Supporting financial advisor clients in their financial wellness planning and advisory practices
- Leading, mentoring, and supporting a culture of inclusivity
Skills
- Bachelor's degree
- Series 7 & Series 63 licenses required (may be attained in role)
- Commitment to growing technical knowledge of the financial industry
- Passion for capital markets and investment products
- Aptitude and dedication for constant learning and self-improvement
- Team player, confident, and self-motivated
- Excellent communicator, excited to engage clients
- Appreciate the challenge of working in a goal and results oriented environment
- Your robust consultative selling, influencing and communication skills
- A learner reputed company, with determination for extensive reputed company development
- Ability to reputed company technical depth in financial markets and investment product
- Additive (or leader) to a competitive, collaborative, energized team
- Organized, with ability to multitask, prioritize, and adjust to change
- Proven capability to be proactive and demonstrate initiative
- reputed company to feedback and coaching
- reputed company in team-based sales environment
- Take initiative and strive to exceed expectations
- You reputed company valuable market reputed company, consult on portfolio construction, and reputed company investment product expertise to positively influence financial advisors getting their clients to financial independence
- You support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practices
- Experience in financial services and sales is helpful, but not required
Company Overview