Internal Sales Associate

Shelton Capital Management; Denver (CO); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Quarterly incentive

Full benefits package

Job summary

Shelton Capital Management seeks a licensed Internal Sales Associate for our Denver headquarters. The role collaborates with the Regional Sales Directors to grow relationships with financial advisors, advance new business, and support advisor retention across ETFs, mutual funds, and separately managed accounts.

The ideal candidate will prospect, position products consultatively, manage the pipeline, and deliver exceptional advisor service, with ongoing product certifications and training.

Qualifications

• Active FINRA Series 7 license required.
• FINRA Series 63 or equivalent required; Series 65 or 66 preferred or willingness to obtain within 90 days of hire.
• Minimum of one year of financial services experience required; experience in intermediary distribution, advisor support, or client service preferred.
• Bachelor's degree in Finance, Business, Economics, Marketing, Communications, or a related field preferred.
• Strong understanding of mutual funds, ETFs, separately managed accounts, portfolio construction, and/or other investment solutions.
• Experience using Salesforce, Salesloft, Morningstar, Microsoft Office, virtual meeting tools, and sales analytics preferred.
• Ability to work in a high-activity, goal-oriented, regulated sales environment.

Responsibilities

• Advisor Prospecting and Business Development: outbound prospecting through phone, emails, virtual engagement, campaigns, events, and follow-up.
• Open credible advisor conversations, identify needs, qualify opportunities, and secure meetings for the Director, Advisor Channel.
• Follow up on marketing campaigns, website activity, event attendance, inbound inquiries, product interest, and signals.
• Identify opportunities to deepen relationships, cross-sell Shelton capabilities, retain assets, and advisors.
• Meet or exceed defined activity, meeting, opportunity, pipeline, and sales-support expectations.
• Advisor Engagement and Consultative Selling: conduct conversations on Shelton strategies, market updates, investment use cases, and approved product information.
• Position Shelton investment solutions accurately and handle questions/objections with escalation as needed.
• Pipeline, CRM, and Sales Technology: document activity in Salesforce/Salesloft, maintain records, manage tasks and opportunities.

Skills

Strong phone presence

Consultative selling

Pipeline management

Education

Bachelor's degree in Finance, Business, Economics, Marketing, Communications, or related field

Tools

Salesforce

Salesloft

Morningstar

Microsoft Office

Job description

Shelton Capital Management is seeking a motivated, licensed Internal Sales Associate to join our Denver office. This role partners directly with our Regional Sales Directors to cultivate relationships with financial advisors, generate and advance new business opportunities, support advisor retention and the continued growth of Shelton’s ETF, mutual fund, and separately managed account business. The Internal Sales Associate is a revenue-producing member of the territory team and is expected to combine proactive prospecting, consultative product positioning, disciplined pipeline management, and exceptional advisor service.

This role is in-office at Shelton Capital Management’s Headquarters in downtown Denver, Colorado. The ideal candidate is seeking to develop a career in investment sales.

Key responsibilities & duties include, but not limited to:

• Advisor Prospecting and Business Development
• Execute consistent outbound prospecting through phone, approved email, virtual engagement, campaigns, events, and targeted follow-up.
• Open credible advisor conversations, identify needs, qualify opportunities, and secure meetings for the assigned Director, Advisor Channel.
• Follow up on marketing campaigns, website activity, event attendance, inbound inquiries, product interest, and other engagement signals.
• Identify opportunities to deepen relationships, cross-sell Shelton capabilities, retain assets, and advisors.
• Meet or exceed defined activity, meeting, opportunity, pipeline, and sales-support expectations.
• Advisor Engagement and Consultative Selling
• Conduct routine advisor conversations regarding Shelton strategies, market updates, investment use cases, portfolio needs, and approved product information.
• Use discovery questions to understand an advisor’s business model, client base, portfolio challenges, decision process, current solutions, and timing.
• Build familiarity with advisor practice types, distribution channels, and an overall deep understanding of the various financial advisor business models.
• Position Shelton mutual funds, ETFs, separately managed accounts, and other solutions accurately.
• Handle common advisor questions and objections; involve the Director, investment team, product specialists, or other resources when deeper expertise is required.
• Provide timely, accurate follow-up and maintain a high standard of authentic client service throughout the sales process.
• Develop relationships with advisors, analysts, portfolio managers, sales assistants, and other members of the advisor practice.
• Territory Partnership and Execution
• Partner daily with the assigned Director to execute the territory business plan, call strategy, travel schedule, advisor segmentation, and campaign priorities.
• Prepare the Director for advisor meetings with relevant background, holdings information, prior activity, opportunity status, competitive context, and clear meeting objectives.
• Coordinate pre-trip outreach, meeting confirmations, travel follow-up, event invitations, and post-meeting next steps.
• Participate in weekly territory reviews covering activity, pipeline, upcoming meetings, campaigns, asset movements, and priority relationships.
• Share relevant advisor intelligence, competitive observations, platform developments, and market feedback with the broader sales organization.
• Assume ownership of selected advisor relationships or geographic segments as proficiency and business needs develop.
• Pipeline, CRM, and Sales Technology
• Use Salesforce, Salesloft, and other approved systems daily to document activity, maintain complete advisor records, manage tasks, and track opportunities.
• Maintain accurate opportunity stages, estimated assets, product interest, decision participants, timing, next steps, and probability assessments.
• Proactively address stale opportunities, incomplete records, missed follow-up, and pipeline gaps.
• Use data, segmentation, call lists, dashboards, and campaign reporting to prioritize outreach and improve productivity.
• Maintain rigorous recordkeeping and comply with all communication, privacy, cybersecurity, and supervisory requirements.
• Product, Market, and Competitive Expertise
• Develop strong working knowledge of Shelton investment solutions, portfolio construction applications, performance drivers, risks, fees, distribution policies, and approved positioning.
• Maintain awareness of capital markets, advisor portfolio challenges, investment trends, competitor products, and relevant platform developments.
• Use Morningstar and other approved research tools to prepare competitive comparisons, peer reviews, holdings analysis, and advisor-ready observations.
• Complete required product certifications, sales training, role-play, and continuing education.
• Communicate sophisticated investment concepts clearly, accurately, and in language appropriate for the advisor audience.
• Team Contribution and Professional Development
• Collaborate with Client Service, Marketing, Product, Investment Teams, Operations, Compliance, and National Accounts to deliver a coordinated advisor experience.
• Share effective messaging, competitive intelligence, and successful practices with peers.
• Accept coaching, participate actively in call reviews and role-play, and implement feedback.
• Mentor Client Services Associates when appropriate and help build a strong internal talent pipeline.
• Prepare for broader relationship and territory ownership through field exposure, joint meetings, events, and selected travel.
• Develop fluency in Shelton investment solutions, including mutual funds, ETFs, separately managed accounts, model portfolios, and other relevant offerings.
• Build familiarity with advisor practice types, distribution channels, investment use cases, competitive positioning, and common advisor objections.
• Demonstrate professional phone presence, clear written communication, disciplined follow-up, and the ability to support relationship-building activity.
• Learn to use CRM tools as a sales management system, not only as a contact database.
• Develop the ability to interpret investment product comparisons and communicate relevant observations to sales team members.
• Progress toward licensing, product knowledge, and sales readiness milestones that support advancement into an Internal Sales Associate role.

Ideal qualifications and experience:

• Active FINRA Series 7 license required.
• FINRA Series 63 or equivalent required; Series 65 or 66 preferred or willingness to obtain within 90 days of hire.
• Minimum of one year of financial services experience required; experience in intermediary distribution, advisor support, or client service preferred.
• Bachelor's degree in Finance, Business, Economics, Marketing, Communications, or a related field preferred.
• Strong understanding of mutual funds, ETFs, separately managed accounts, portfolio construction, and/or other investment solutions.
• Experience using Salesforce, Salesloft, Morningstar, Microsoft Office, virtual meeting tools, and sales analytics preferred.
• Ability to work in a high-activity, goal-oriented, regulated sales environment.

Core Competencies

• Confident and credible phone presence with strong consultative listening and questioning skills.
• Results orientation, resilience, persistence, and comfort with proactive outbound activity.
• Ability to translate product and market information into relevant advisor conversations.
• Strong organization, prioritization, follow-up, and pipeline discipline.
• Professional judgment, integrity, accuracy, and respect for compliance requirements.
• Collaborative mindset and ability to operate as an accountable territory partner.

Shelton is committed to investing in the professional development of its employees. This role provides a strong foundation for a long-term career in sales through ongoing coaching, mentorship, product training, direct advisor exposure, field experience, and increasing relationship responsibility. Employees have opportunities to expand their knowledge, develop new skills, and take on increasing responsibilities over time. Career advancement opportunities, including potential progression to other sales roles, are based on individual performance, qualifications, business needs, and the availability of open positions, and are not guaranteed.

Compensation and Benefits

Shelton Capital Management offers a competitive base salary of $60,000 to $80,000 based on experience, plus a quarterly incentive compensation program. Total compensation will include base salary, participation in incentive compensation program, the option for a full benefits package paid for by Shelton, and a 100% match on eligible 401(k) contributions, subject to the terms of applicable company plans.