Broker-Dealer Financial Services Sales Representative

Elevate Ventures, Inc.; Indianapolis (IN); On-site; USD 60,000 - 90,000; Full time

Job summary

FNEX is seeking a motivated sales professional to help grow our broker-dealer and financial services business. This on-site role in Indianapolis focuses on identifying prospective clients, building relationships, and connecting financial professionals with FNEX’s services and capabilities.

This full-time, in-office position offers the opportunity to contribute to a dynamic fintech-enabled investment bank and private securities platform serving financial professionals.

Qualifications

• At least one year of experience in sales, business development, or financial services.
• FINRA licensing preferred.
• Strong verbal and written communication skills.
• Comfortable initiating conversations, qualifying prospects, and following up consistently.
• Organized, self-motivated, and able to manage multiple opportunities.
• Must be able to work full-time, in-office at FNEX’s Indianapolis, Indiana location.

Responsibilities

• Identify and engage prospective clients through email, phone, LinkedIn, and networking.
• Develop relationships with investment bankers, placement agents, financial advisors, and other financial professionals.
• Schedule introductory meetings, support sales presentations, and coordinate follow-up with internal teams.
• Work with marketing, compliance, and onboarding teams to support a consistent prospect-to-client experience.
• Meet established sales activity and business development goals.

Skills

Sales experience

Financial services

Communication skills

Prospect qualification

Organization

In-office

Job description

FNEX is seeking a motivated sales professional to help grow our broker-dealer and financial services business. This role focuses on identifying prospective clients, building relationships, and connecting financial professionals with FNEX’s services and capabilities.

This position is based in our Indianapolis office and requires employees to work on-site. This is not a remote or hybrid position.

Responsibilities

• Identify and engage prospective clients through email, phone, LinkedIn, and networking.
• Develop relationships with investment bankers, placement agents, financial advisors, and other financial professionals.
• Schedule introductory meetings, support sales presentations, and coordinate follow-up with internal teams.
• Work with marketing, compliance, and onboarding teams to support a consistent prospect-to-client experience.
• Meet established sales activity and business development goals.

Qualities

• At least one year of experience in sales, business development, or financial services.
• FINRA licensing preferred.
• Strong verbal and written communication skills.
• Comfortable initiating conversations, qualifying prospects, and following up consistently.
• Organized, self-motivated, and able to manage multiple opportunities.
• Must be able to work full-time, in-office at FNEX’s Indianapolis, Indiana location.

About FNEX

Founded in 2012 and headquartered in Indianapolis, FNEX is a fintech-enabled investment bank and private securities platform supporting financial professionals through broker-dealer infrastructure, compliance services, and private market capabilities.