Asset Management Sales Associate - Intermediary Relations

Ignites; Town of Florida (NY); Hybrid; USD 60,000 - 85,000; Full time

Job summary

Ignites is seeking a motivated Sales Associate to build relationships with financial advisor intermediaries across the United States. The candidate should possess a Bachelor’s degree and have over 3 years of experience in sales or relationship management. Responsibilities include prospecting and driving sales, generating leads for the external sales team, and collaborating with teammates nationwide. Strong communication, presentation skills, and proficiency in Salesforce CRM are essential. Expect 20-30% travel.

Qualifications

• 3+ years of sales or relationship management experience, preferably in asset management or sales support.
• FINRA-registered representative through the firm’s broker-dealer (SIE, Series 7, Series 63).
• Ability to deliver persuasive, concise messages.

Responsibilities

• Prospect and drive sales with intermediaries across various platforms.
• Generate qualified leads for the external sales team.
• Use Salesforce CRM to track relationships and opportunities.
• Collaborate with sales team members to develop new relationships.
• Support sales with 20-30% travel.

Skills

Strong communication skills

Sales experience

Relationship management

Organization

Time management

Education

Bachelor’s degree

Tools

Salesforce CRM

Job description

Ignites is seeking a motivated Sales Associate to build relationships with financial advisor intermediaries across the United States. The candidate should possess a Bachelor’s degree and have over 3 years of experience in sales or relationship management. Responsibilities include prospecting and driving sales, generating leads for the external sales team, and collaborating with teammates nationwide. Strong communication, presentation skills, and proficiency in Salesforce CRM are essential. Expect 20-30% travel.