Registered Sales Rep - Alternatives

Posted 6 months agoViewed
United StatesFinTech
Company:
Location:United States
Skills:
SalesforceCommunication SkillsComplianceFinancial analysisFinanceRelationship buildingNegotiation skillsVerbal communicationClient relationship managementSales experienceCRM
Requirements:
FINRA Registration required = Series 7, Series 63. A natural relationship builder who thrives on meaningful conversations. Experience in outbound sales. A passion for finance, private equity, and cutting-edge technology sectors. Confidence in presenting investment opportunities with clarity. High emotional intelligence with the ability to navigate sophisticated client relationships. A proactive, entrepreneurial mindset — you’re not just a salesperson; you’re a trusted advisor.
Responsibilities:
Build meaningful relationships with accredited investors across the U.S. Consult with investors to understand their portfolio goals and risk appetites. Serve as the inside connection for our exclusive gold level issuers. Identify opportunities to align investor interests with upcoming private offerings. Collaborate with internal teams to ensure a seamless experience from first call to closed deal.
About the Company
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