National Advisor Consultant External Sales

Confidential; San Francisco (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

Confidential in the San Francisco Bay Area seeks an Advisor Consultant External Sales Associate to join the business development team. The role emphasizes proactive prospecting, nurturing relationships with financial advisors, and meeting sales quotas through high-volume outreach and strategic account development.

The candidate should have at least 1 year of sales experience, familiarity with mutual funds/ETFs, and strong communication, with travel across the United States expected.

Qualifications

• 1 year of sales experience with a track record of success.
• Experience selling mutual funds, ETFs, and/or other investment products is preferred.
• Strong verbal and written communication and presentation skills.

Responsibilities

• Identify and research qualified prospective clients using firm resources and Salesforce.
• Nurture relationships with financial advisors to uncover opportunities.
• Cold call prospective investment professionals nationwide to schedule calls/meetings.
• Qualify inbound leads and add opportunities to the funnel.
• Travel across the United States to meet clients and prospects, including virtual meetings.
• Contribute to sales plans and marketing strategies for client types.

Skills

Cold calling

Prospecting

Relationship building

Communication

Presentation skills

CRM proficiency

Education

Bachelor’s degree in Finance, Economics or Business

CFA / CAIA / CFP certification preferred

Tools

Salesforce

MS Office

Job description

Confidential in the San Francisco Bay Area seeks an Advisor Consultant External Sales Associate to join the business development team. The role emphasizes proactive prospecting, nurturing relationships with financial advisors, and meeting sales quotas through high-volume outreach and strategic account development.

The candidate should have at least 1 year of sales experience, familiarity with mutual funds/ETFs, and strong communication, with travel across the United States expected.