Inside Sales Representative

Walton Global; Scottsdale (AZ); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player seeks a dynamic Internal Sales Associate to represent the firm as an internal wholesaler. This exciting opportunity involves educating financial Advisors about investment offerings and maintaining strong relationships through effective communication. The role requires a proactive individual with exceptional presentation skills and the ability to thrive in a fast-paced environment. Join a collaborative team that values growth and development, and enjoy competitive pay and benefits, including generous medical contributions and paid time off. If you're ready to make an impact in the financial services sector, this role is for you.

Benefits

Generous employer contribution to medical insurance

Paid dental and vision coverage

100% employer-paid disability insurance

Flexible Spending Account

Paid time off

10 company-paid holidays

401(k) plan

Paid maternity and paternity leave

Opportunities for skill development

Energetic co-workers

Qualifications

• Minimum of 2 licenses (SIE, Series 7 or 22 or 82) required.
• Experience in financial services or real estate investment is an asset.

Responsibilities

• Educate Advisors on Walton's offerings and investment structures.
• Manage schedules and promote sales initiatives through calls and meetings.

Skills

Excellent presentation skills

Communication skills

Analytical skills

Organizational skills

Proficiency in Microsoft Office

Customer relationship management (CRM)

Ability to work under pressure

Ability to adapt to changing needs

Education

SIE License

Series 7 License

Series 63 License

Series 22 or 82 License

Tools

Microsoft Office (Word, Outlook, Excel)

CRM applications

Job description

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With 45 years of experience, Walton is one of North America’s leading land experts and a premier global real estate investment firm. Founded in 1979, Walton currently manages US$ 4.3 billion of real estate assets in the United States and Canada, with more than 90,000 acres under management. Our head office is in Scottsdale AZ, USA and we have offices located in the UAE, Southeast Asia, China and Canada.

Position Summary

The Internal Sales Associate will represent Walton as an internal wholesaler by educating registered representatives and registered investment advisors (collectively “Advisors”) in specified US sales territories with respect to Walton and its projects offerings.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

• Assist Capital Markets with educating Advisors and Advisor’s clients on Walton structure and the benefits and risks of investing in Walton project offerings.
• Provide information and respond to questions in order to allow Advisors to comply with applicable FINRA and SEC rules and regulations.
• Responsible for managing the External’s schedule by: achieving a minimum level of daily calls and other activity metrics, promoting sales/marketing initiatives and establishing relationships by calling new and existing Advisors, establishing one-on-one meetings with Advisors, scheduling/coordinating seminars, client events and due diligence meetings, setting up presentations/web presentations, maintaining relationships with Advisors and coordinating follow-up contact with such Advisors, and representing Walton, which includes attending Industry Conferences and Due Diligence Meetings.
• Maintain familiarity with Walton’s standard concepts, practices, and procedures and those of the Sales department in particular.
• Maintain an understanding of Financial Industry, FINRA, Broker Dealer and registered investment advisor relationships, and more specifically Walton’s investment structures.
• Comply with applicable FINRA, SEC and Walton’s internal compliance requirements at all times.
• Maintain familiarity with Walton Due Diligence and Project Specific presentations
• Maintain a high level of knowledge with respect to current events, the industry and marketplace in which Walton participates and Walton projects.
• Perform other duties as assigned.

Qualifications

• SIE, Series 7 or 22 or 82 (minimum of 2 licenses) are required
• Series 63 licenses is required
• Experience in the financial services, mutual fund, real estate investment or development industry is an asset
• Knowledge of securities industry or ability to quickly understand the securities industry
• Ability to accommodate a flexible schedule and travel when needed
• Excellent presentation and communication skills
• Professional, strategic, analytical, organizational, and interpersonal skills
• Proactive and performance driven
• Able to work under pressure in a fast-paced environment
• Ability to adapt easily to changing department needs and dynamics
• Ability to effectively present to large groups and individuals
• Proficiency required in Microsoft Office (Word, Outlook, Excel 2007)
• Customer relationship management (CRM) applications
• Competitive salary + Bonus programs
• Generous employer contribution to medical insurance with a variety of plan options
• Paid dental and vision coverage for full-time employees and their dependents
• 100% employer-paid short term and long-term disability
• Flexible Spending Account and Health Savings Account
• Dependent Care Flexible Spending Account
• Paid time off to relax and recharge
• 10 company-paid holidays
• 401(k) plan
• Paid maternity and paternity leave
• Opportunities to grow and develop skills in multiple disciplines
• Energetic co-workers who share the same core values and strategies

Why Walton

• Competitive pay and benefits
• Opportunities to grow and develop skills in multiple disciplines
• Fun, energetic co-workers who share the same core values and strategies

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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