Investment Sales Representative

We are seeking a highly motivated and results-driven Investment Sales Representative to join our team. The ideal candidate will have a strong background in financial services with a strong understanding of investment products and client relationship management. This role involves developing and maintaining client relationships, providing investment advice, and achieving sales targets.

• Develop and maintain a thorough understanding of our investment products and services
• Identify potential clients and build relationships through networking, cold calling, and referrals
• Conduct thorough financial assessments of clients to understand their investment needs and goals
• Provide personalized investment advice and recommendations
• Develop and present investment strategies to clients
• Achieve individual sales targets and contribute to team goals
• Maintain up-to-date knowledge of market trends, investment products, and regulatory requirements
• Prepare and submit regular sales reports and forecasts

• Bachelor’s degree in Finance, Economics, Business, or a related field
• Proven experience in investment sales, financial advisory, or a similar role
• Strong understanding of financial markets and investment products
• Excellent communication, interpersonal, and negotiation skills
• Self-motivated with a strong drive to achieve sales targets
• Relevant certifications (Series 65, Series 66)

• Competitive salary and bonus structure
• Ongoing training and professional development opportunities
• Supportive and collaborative work environment

Entry level

Full-time

Sales and Business Development

Investment Management